Co-founders: Capture parent and student leads to CRM
Co-founders: Capture parent and student leads to CRM
Co-founders lose parent leads from ad forms to manual errors, causing missed enrollments and fragmented family records. Capture parents and students into your CRM so enrollment staff follow up quickly.
Overview
Ad form leads become missed enrollments and fragmented family records if they sit unlogged. This workflow captures parents and students into your CRM and links records, so enrollment staff follow up quickly and no lead slips through.
Notable Features
- Create parent contact records
- Link student profiles to parent
- Notify enrollment staff of leads