Create onboarding lead record from new scheduled call

Your scheduled onboarding calls often arrive without a unified lead record, blocking enrollment staff from prep and intake context. Coordinators get a lead record for same-day follow up.

Overview

When onboarding calls are scheduled, enrollment coordinators need a single source of truth to prepare and follow up. This flow converts each booking into a normalized lead record with intake answers and meeting links, so coordinators can act within minutes and complete same-day outreach.