Create lead from booked school visit in CRM
Create lead from booked school visit in CRM
Your booked school tour registrations lack CRM records and leave admissions without attendee details or visit dates. Capture lead details and visit timing so staff can follow up with context same day.
Overview
When families book tours, admissions teams often miss context and fail to follow up in time. This pipeline captures each booking as a CRM lead with visit details and parent info so staff can reach out with relevant materials within minutes and convert interest before the visit.