Create new sales deal from assessment request forms
Create new sales deal from assessment request forms
Your assessment form submissions lack CRM structure, delaying follow-up and leaving leads unprioritized. This creates a CRM deal and person record so reps can reach qualified prospects same day.
Overview
Assessment signups often sit untriaged and cost follow-up momentum; this flow captures each submission as a person and an open deal. Sales reps receive prioritized prospect records so they can reach qualified leads the same day.