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Update contact record and add completed questionnaire note

Update contact record and add completed questionnaire note

Completed application questionnaires aren't linked to contacts, leaving reps without applicant context and delaying follow-up. Updated contact records and a note let reps act same day.

Update contact record and add completed questionnaire note

Overview

Application questionnaires often arrive detached from contact records, forcing reps to hunt for context and slowing follow-up. This flow attaches responses to the contact, updates lifecycle stage, and logs a clear note so reps can prioritize and act same day.

Update contact record and add completed questionnaire note