Create CRM deals from course signups and onboard records
Create CRM deals from course signups and onboard records
You get course and membership signups without matching CRM deals or onboarding rows, causing manual work. It creates deals and onboarding rows so prospects are allocated within minutes.
Overview
When course and membership signups don't become CRM opportunities, allocation and onboarding stall and prospects cool off. This workflow captures each submission as a deal, creates an onboarding row, and notifies allocation owners so prospects are allocated and contacted within minutes.