Add incoming contacts to client roster and survey log
Add incoming contacts to client roster and survey log
Your contact submissions and survey replies arrive untracked, creating outreach gaps and incomplete monthly reporting. Campaign managers can act on contacts same day.
Overview
Incoming contacts that bypass your roster create outreach gaps and stale monthly reports. This workflow captures each submission into the client roster and survey log so campaign managers and client success coordinators can engage same day and keep monthly analytics current.