Add qualifying program opt-in leads to intake spreadsheet
Add qualifying program opt-in leads to intake spreadsheet
You receive program opt-ins in a pipeline stage but they often go unrecorded, delaying outreach and enrollment. The flow logs qualifying opt-ins to a central intake sheet so coordinators can follow up same day.
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Overview
Pipeline-stage opt-ins frequently never make it into intake lists, causing enrollment momentum to stall. This flow captures qualifying program opt-ins into a centralized intake sheet so coordinators have a ready list for same-day outreach and higher conversion velocity.