Create follow-up task and notify staff from SMS lead
Create follow-up task and notify staff from SMS lead
Your incoming SMS from prospective students arrive untracked, making follow-up unclear and risking enrollment opportunities. You get an assigned CRM task and message note for same-day follow-up.
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Overview
Inbound SMS from prospective students are often the fastest path to enrollment, but they slip away when untracked. This routes every received message into your CRM as an assigned task and note, and pings a staff number so coordinators can respond within hours and keep enrollment conversations moving same day.