Add leads and deals from spreadsheet rows to CRM

Your enrollment inquiries sit in a spreadsheet without CRM context, so reps miss timely outreach and follow-up. This creates contact and deal records for immediate follow-up same day.

Overview

Spreadsheets are a common intake channel, but rows without CRM context create slow, inconsistent follow-up that costs enrollments. This flow captures each new row as a contact and deal so your reps and program coordinators can outreach same day and keep pipeline momentum.