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Create CRM lead and deal from prospectus form

Create CRM lead and deal from prospectus form

Prospectus form submissions aren't in CRM, so enrolment coordinators lack context and can't prioritize outreach. Leads and deals appear in CRM ready for assignment, improving response within hours.

Create CRM lead and deal from prospectus form

Overview

When prospectus requests pile up, your enrolment team wastes time on manual entry and slow outreach. This flow captures each submission as a prospect with an associated deal and auto-subscribes consenting contacts to your newsletter, so coordinators can assign and act on leads within hours.

Create CRM lead and deal from prospectus form