Create CRM notes from program inquiry emails for records
Create CRM notes from program inquiry emails for records
Your inquiry emails arrive unlogged, leaving admissions and sales reps without context for outreach. They are added to the correct CRM record and shown to ops same day.
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Overview
Unlogged inquiry emails create blind handoffs and slow admissions outreach. This flow matches messages to the right CRM record and appends the full message as a note, so reps and coordinators have context and ops can act the same day.