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Create enrollment lead and touchpoint records for intake

Create enrollment lead and touchpoint records for intake

Your enrollment submissions lack structured records, causing contact gaps and stalled intake triage. Get structured lead and touchpoint records so coordinators can follow up same day.

Create enrollment lead and touchpoint records for intake

Overview

Enrollment submissions often arrive untracked, forcing coordinators into manual lookups and slowing applicant follow-up. This workflow converts each new enrollment entry into a lead and a timestamped touchpoint so coordinators can act on new applicants the same day and keep intake status accurate.

Create enrollment lead and touchpoint records for intake