Add trial class leads to CRM with tags
Add trial class leads to CRM with tags
You lose momentum when trial sign-ups arrive untagged or inconsistent, forcing enrollment staff to clean records and delay outreach. Add and tag contacts automatically so your team reaches prospects the same day.
Overview
Stop manual cleanup and start calling prospects while interest is fresh. This flow turns incoming trial-class sign-ups into tagged, outreach-ready contacts so your enrollment staff can reach leads the same day and keep classes full.