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Update deal stage and scores from intake form

Update deal stage and scores from intake form

Your assessment form submissions leave deal records missing scores and stages, causing reps to misprioritize applicants. Keep person and deal records updated so reps act on applicants same day.

Update deal stage and scores from intake form

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Overview

When assessment submissions don’t reach CRM records, reps work from stale data and outreach priorities slip. This flow writes applicant scores and advances deals automatically so reps see updated deal context within minutes and can prioritize outreach the same day.

Update deal stage and scores from intake form