Create project contacts from survey leads for coordinators
Create project contacts from survey leads for coordinators
Your ASHP survey submissions miss structured contact and address details, forcing the team to chase info and delaying site surveys. Leads are consolidated for coordinators to schedule visits same day.
Overview
When ASHP survey responses arrive unstructured, coordinators waste time chasing details and site visits get delayed. This flow captures and cleans survey leads, creating complete contact records so your project coordinators can schedule visits same day.