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Create contact and enrollment deal from incoming signups

Create contact and enrollment deal from incoming signups

Your enrollment form signups arrive without CRM records or deal context, delaying counselor outreach. It creates contact and enrollment deal records so counselors follow up same day.

Create contact and enrollment deal from incoming signups

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Overview

When enrollment signups arrive without contact or deal records, counselors can’t follow up quickly and leads cool off. This captures each submission as a contact and enrollment deal, logs the signup, and alerts admissions so outreach happens the same day.

Create contact and enrollment deal from incoming signups