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Create follow-up task from placement form and update deal

Create follow-up task from placement form and update deal

Your placement form submissions lack tracked follow-up, leaving owners without context for student placement. Create tasks and update deal stages so coordinators can respond same day.

Create follow-up task from placement form and update deal

Overview

Untracked placement submissions create confusion and slow admissions; this flow attaches submission context to the CRM and issues a clear, assigned task. Enrollment coordinators and deal owners get actionable tasks and an updated deal stage so follow-ups happen same day.

Create follow-up task from placement form and update deal