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Create enrollment deals and contacts from session signups

Create enrollment deals and contacts from session signups

Your info session signups arrive without a matching CRM contact or deal, leaving admissions without prospect context. They get a contact and enrollment deal created or updated for same-day follow-up.

Create enrollment deals and contacts from session signups

Overview

Form signups frequently arrive without CRM context, causing admissions to miss timely outreach; this flow ensures each info-session submission becomes a person and a deal. Enrollment coordinators receive complete prospect records for same-day follow-up, improving responsiveness before the next session.

Create enrollment deals and contacts from session signups