Attach post-call notes and answers to contact records

Your post-call notes and recordings arrive unlinked, leaving coordinators without eligibility context. Gain contact-linked call records and screening answers pushed to your tracker same day.

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Overview

When post-call screenings and recordings arrive disconnected, coordinators spend time chasing context and tasks get delayed. This flow enriches incoming call payloads with contact data and posts complete records to your tracker so project managers can triage follow-up within minutes.