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Add applicant records when prospect isn't financially ready

Add applicant records when prospect isn't financially ready

Your form entries that mark prospects as not financially ready go untracked and block follow-up. This creates applicant records so coordinators can start nurture within minutes.

Add applicant records when prospect isn't financially ready

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Overview

Form responses that say a prospect isn't financially ready often fall out of view; this captures those submissions as applicant records so reps and coordinators can nurture deliberately. You get visible CRM opportunities and follow-up tasks created within minutes, improving outreach consistency.

Add applicant records when prospect isn't financially ready