Create feedback records linked to session and contact
Create feedback records linked to session and contact
Your coaching feedback submissions arrive without session or contact links, delaying advisor follow-up. Link each response to the session and contact so coordinators can act the same day.
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Overview
Coaching feedback without session or contact ties forces coordinators into manual lookups and slows follow-up. This flow writes each submission as a linked CRM response so advisors see session and contact context immediately, enabling same-day follow-up and cleaner reporting.