Admissions coordinators: capture paid social leads as tasks
Admissions coordinators: capture paid social leads as tasks
Admissions coordinators watch paid social leads sit unassigned, risking lost enrollments. Create a follow-up case and assign a tracked task with campaign context so outreach engages prospects quickly.
Overview
Paid social leads age fast and admissions miss enrollments when form responses go unassigned. This workflow routes each paid social submission into a CRM case and assigns a tracked outreach task with campaign context, enabling faster engagement and far fewer missed follow-ups.
Notable Features
- Create follow-up case with context
- Assign tracked task to coordinator
- Include paid social campaign metadata