Add prospective program enquirers to info pack list

Your CRM leads flagged for info packs remain unsegmented and delay admissions outreach. The workflow adds them to the info-pack list so counselors can follow up same day.

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Overview

When info-pack requests remain unprocessed in the CRM, admissions counselors waste time sorting contacts and outreach slips. This pipeline captures CRM entries flagged for info packs and places them into the correct marketing list for immediate nurture. The result: counselors receive a segmented queue and can follow up same day.