Add mentor survey respondents to CRM contact records
Add mentor survey respondents to CRM contact records
Your mentor survey responses aren't captured as CRM profiles, leaving coordinators without bios or time availability. It builds full contact records so coordinators can begin outreach same day.
Overview
Mentor survey responses should flow directly into your CRM so program coordinators can match mentors faster. This captures full bios, availability, and preferences into contact records and tags them for follow-up, enabling outreach the same day.