Attach client questionnaire to account and assign task
Attach client questionnaire to account and assign task
Client intake questionnaire responses often arrive unlinked to accounts, which delays onboarding. Attach responses to accounts or create a follow-up task so account managers can act same day.
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Overview
Intake forms that aren’t attached force account managers to hunt for client context and delay project starts. This flow attaches the full questionnaire to the client record or creates a follow-up task so onboarding can begin same day.