Create lead folder, document, and notify intake team
Create lead folder, document, and notify intake team
Your Skill Assessment form submissions often arrive without a central folder or prefilled file for intake review. That ensures intake has organized records and enables contact within 3–5 business days.
Overview
Untracked Skill Assessment submissions slow down intake and cost response time. This flow gives your intake coordinators a ready client folder, a prefilled assessment document, and a tracking row so applicants are contacted within 3–5 business days. It turns scattered submissions into a repeatable intake pipeline.