Add landing page inquiries to CRM as leads
Add landing page inquiries to CRM as leads
Your consultant landing-page form submissions arrive without CRM records, causing outreach delays and cooling interest from prospective families. Marketing coordinators can begin outreach same day.
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Overview
When consultant referrals arrive but don't create CRM records, outreach stalls and enrollment momentum cools. This flow turns landing-page submissions into enriched CRM leads and notifies the right rep so outreach starts the same day.