Attach coaching form submissions to matching sales deals
Attach coaching form submissions to matching sales deals
Your coaching form submissions arrive unlinked to deals, leaving reps without applicant context for enrollment. They attach to matching deals or route to intake email for manual handling same day.
Overview
Form responses that aren't tied to deals leave reps blind to applicant details and slow enrollment. This flow attaches submissions to matching deals or routes unmatched responses to intake, giving reps full context for same-day outreach.