Create enrollment lead and add student to masterlist
Create enrollment lead and add student to masterlist
Your certification form submissions lack a tracked lead or enrollment record, delaying welcome messages. It creates leads, updates your masterlist, grants access, and notifies staff same day.
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Overview
When certification signups arrive without tracked leads, outreach and provisioning stall and students experience friction. This flow turns each submission into a lead, masterlist entry, and package grant so reps and coordinators can onboard students same day.