Keep business owners informed when questionnaires complete

Business owners miss cases when questionnaires aren't marked complete, letting case managers overlook triage priorities. Form submissions update the deal's questionnaire status, so case managers see current status and prioritize next steps quickly.

Overview

Missed questionnaire flags let cases slip and slow triage. This workflow ensures every submitted group questionnaire sets the deal to Complete so case managers have clear, up-to-date status to prioritize work. Teams report faster handoffs and far fewer overlooked cases when record updates and alerts happen automatically.

Notable Features

Update deal status on submission
Attach completed questionnaire to deal
Notify case managers of changes