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Create scored contacts and tag them by qualification

Create scored contacts and tag them by qualification

Your intake assessment results aren't routed by score, leaving high-potential prospects unprioritized. Capture scored contacts with qualification tags so teams can follow up same day.

Create scored contacts and tag them by qualification

Overview

Assessment submissions without score routing leave your intake queue noisy and slow outreach. This workflow writes scored contacts into your CRM and tags them by qualification so intake coordinators and sales reps can prioritize outreach and convert more prospects same day.

Create scored contacts and tag them by qualification