Update client source and onboarding velocity in records
Update client source and onboarding velocity in records
Your assessment responses leave client profiles incomplete and delay tailored onboarding. This updates source and onboarding velocity so you can prioritize outreach same day.
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Overview
When assessment responses don't populate client records, coordinators and campaign managers lack the signals they need to prioritize outreach. This flow writes assessment answers into your client worksheet so staff see source and onboarding velocity and can act the same day.