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Create opportunity and update lead from form entry

Create opportunity and update lead from form entry

Your course applications arrive without CRM records, forcing admissions to rekey candidate data. Create opportunity and update lead records automatically so enrollments can be processed same day.

Create opportunity and update lead from form entry

Overview

When applications don't flow into the CRM, admissions rekey information and payment preparation is delayed. This flow converts each form submission into a scored opportunity and updated lead so admissions and finance can act on candidates the same day.

Create opportunity and update lead from form entry