Add quiz responses to CRM and assign call task
Add quiz responses to CRM and assign call task
Your intake quiz answers arrive unlinked and leave coordinators without client context. Capture responses into the CRM and add a follow-up call task so coordinators reach clients the same day.
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Overview
Intake quiz submissions frequently land without client context, forcing coordinators to chase details and delaying care. This flow writes answers into the CRM, flags qualification, and creates same-day call tasks so intake staff can contact qualified clients immediately.