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Add enrolled leads to CRM and KPI tracker

Add enrolled leads to CRM and KPI tracker

Your enrolled leads and spreadsheet enrollment rows are out of sync, causing delayed outreach and inaccurate reporting. This captures contacts and updates the enrollment KPI row same day.

Add enrolled leads to CRM and KPI tracker

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Overview

When a lead moves to an enrolled status, your CRMs and KPI tracker should reflect that change immediately. This flow captures the contact, tags them as enrolled, and updates the monthly enrollment row so reps and analysts see accurate data same day.

Add enrolled leads to CRM and KPI tracker