Add trial signups to CRM and tag contacts
Add trial signups to CRM and tag contacts
Your trial signup emails land untracked, leaving school leads without follow-up context. Create tagged CRM contacts from those emails so enrollment coordinators can begin outreach same day.
Overview
When trial signup emails sit untagged, enrollment coordinators miss outreach windows and program opportunities stall. This flow captures each signup as a tagged CRM contact and surfaces it to enrollment staff so outreach can start same day.