Add intake survey to client folder and record
Add intake survey to client folder and record
Your intake survey responses arrive unfiled, making project kickoffs and owner handoffs slow and error-prone. Files and client records are updated so project managers can start work same day.
Overview
Intake surveys that sit unfiled slow every project kickoff and force manual follow-up. This flow turns each submission into a client intake document and updates the client record so project managers can begin onboarding same day.