Add checkout initiated leads to CRM for follow-up
Add checkout initiated leads to CRM for follow-up
Your checkout contacts lack follow-up context, so reps and coordinators can't prioritize interested learners. That ensures same-day outreach and reduces missed conversions.
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Overview
When checkout visitors aren't flagged in CRM, eager learners slip through and manual triage delays outreach. This flow tags checkout starters and queues them for same-day contact so reps and coordinators can act before interest fades.