Add program leads to shared signup sheet for course team
Add program leads to shared signup sheet for course team
Your CRM leads for the education program arrive unvetted, delaying coordinator outreach and enrollment checks. They enter a shared signup sheet so coordinators can begin outreach the same day.
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Overview
When program-interested leads stay only in CRM, coordinators miss same-day outreach. This flow pushes qualified leads into a shared signup sheet so marketing ops and course coordinators can act on inquiries the same day and keep enrollment moving.