Business owners: keep Open Day registrants consolidated for follow-up
Business owners: keep Open Day registrants consolidated for follow-up
Business owners miss Open Day registrants when leads are set to 'Dal vivo' or 'Online'. This workflow creates a registrant row when that field changes so admissions has a complete roster.
Overview
Missed Open Day registrants create gaps in outreach and strain admissions planning. This workflow captures any lead marked 'Dal vivo' or 'Online' into the Open Day roster and alerts admissions and events, eliminating missed attendees and enabling timely follow-up. Teams report faster handoffs and fewer manual edits.
Notable Features
- Create registrant rows automatically
- Filter leads by Open Day value
- Notify admissions and events staff