Create qualified study participants in CRM from lead forms
Create qualified study participants in CRM from lead forms
Your study lead form responses often contain messy contact and DOB fields that slow screening. Leads are validated and created as person records so coordinators can start screening same day.
Overview
Paid social leads for clinical studies arrive with inconsistent phones and DOBs, which delays screening and outreach. This workflow validates and normalizes each lead and creates or updates person records so your recruitment coordinators can begin screening same day.