Create leads from booked enrollment calls and assign owner
Create leads from booked enrollment calls and assign owner
Your enrollment and intensive call bookings aren't always logged in CRM, leaving coordinators without schedule or source. Capture and route bookings to the right owner so reps are prepared before the call.
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Overview
When enrollment bookings arrive untracked they create last-minute scrambling and lost context for reps. This flow captures each booking as a lead and opportunity, tags it by program, and routes it to the right owner so your enrollment team can be prepared within minutes and before the scheduled call.