Add program applicants to CRM and log intake note
Add program applicants to CRM and log intake note
Your investment-banking prep form submissions arrive without candidate context, delaying outreach. This adds each submission to your CRM and creates an intake note for same-day outreach.
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Overview
When applicants for your investment-banking prep programs submit the opener form, missing intake context slows outreach and interview readiness. This workflow records each submission into your CRM and attaches an intake note so you and your program manager can respond same day.