Update prospect status from survey responses in CRM
Update prospect status from survey responses in CRM
Your prospect records don't reflect childcare interest survey answers, leaving onboarding coordinators uncertain about funnel stage and registration status. Enable coordinators to act same day.
Overview
When childcare interest surveys don't update CRM, onboarding stalls and reps waste time chasing records. This flow writes survey answers into prospect accounts so onboarding coordinators see funnel and registration status, enabling same-day verification and outreach.