Add enrollment verifications to sales sheet, notify team

Enrollment verification responses aren't recorded centrally, leaving sales and billing without intake. It logs each submission to your sales sheet and alerts the team for same-day follow-up.

Overview

When enrollment verifications pile up, reps and billing waste time reconciling intake and missing account setup windows. This flow captures every submission into a shared sales sheet and pings your team channel so reps can complete account setup within minutes for same-day follow-up.