Create lead from career planning appointment for admissions
Create lead from career planning appointment for admissions
Your career planning bookings often arrive without prospect records, leaving counselors without intake context. Get CRM records on booking so admissions can follow up same day.
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Overview
When career planning bookings arrive without prospect context, counselors spend time chasing details instead of converting applicants. This workflow creates CRM leads from each booking and routes exceptions to admissions so counselors can follow up same day and keep pipelines moving.