Add post-settlement survey tag to client contact record
Add post-settlement survey tag to client contact record
Your settled loan records often miss survey triggers after stage changes, leaving feedback uncollected and outreach inconsistent. The workflow tags and logs the contact so surveys go out and reports update within minutes.
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Overview
When deals move to a settled stage, client feedback workflows often lag or fail to trigger, leaving CX gaps. This flow tags and logs the contact so customer experience managers can send surveys and see updated reports within minutes.