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.
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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.