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Create client lead and report page from submission

Create client lead and report page from submission

Your quiz form replies arrive without a report link or client context, stalling consultant follow-up. This creates a report page, records the lead, and notifies your consultant to act same day.

Create client lead and report page from submission

Overview

Every assessment form becomes a tracked lead and a reviewable report page so your consultants stop hunting for context and start outreach. That means responses happen same day and proposal conversations move forward without delay.

Create client lead and report page from submission