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Create follow-up task from lesson request email for staff

Create follow-up task from lesson request email for staff

Your lesson request emails arrive without structured student or schedule details, delaying follow-up and booking. It creates follow-up tasks for coordinators so leads are contacted same day.

Create follow-up task from lesson request email for staff

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Overview

Turn every lesson request email into a tracked CRM action instead of a lost inbox item. Program coordinators receive an assigned task and linked note so outreach happens the same day and bookings move forward.

Create follow-up task from lesson request email for staff