Business owners: keep orientation applicants prioritized in CRM

Business owners see orientation form submissions slip past sales reps, causing stalled opportunities and missed follow-ups. Create or update CRM leads and opportunities and flag applicants so follow-up gets prioritized and first touch happens quickly.

Overview

Orientation applicants slip through the cracks when sales reps aren't alerted, costing pipeline momentum. This workflow turns every orientation form into a CRM lead and opportunity, flags priority applicants, and notifies reps so follow-up happens quickly. Customers report faster response times and fewer missed follow-ups.

Notable Features

Create or update CRM leads
Flag applicants for rep follow-up
Attach form responses as lead notes