Business owners keep participant records current across systems
Business owners keep participant records current across systems
Business owners miss assessment submissions in form inboxes, delaying participant records. It updates CRM records, archives files, and keeps the cohort spreadsheet current so admins can start review.
Overview
Lost assessment submissions create reporting gaps and operational risk for business owners. This workflow keeps participant records, archived files, and cohort tracking aligned so administrators can begin review immediately and avoid missed submissions.
Notable Features
- Update CRM records on submission
- Archive submission files to storage
- Keep cohort spreadsheet current