Create parent and student deals from test sign-ups
Create parent and student deals from test sign-ups
Your practice-test sign-ups come through forms without CRM context, which causes double entry and delayed follow-up. Capture parent and student records so reps can contact registrants the same day.
Overview
Sign-ups for SAT/ACT practice tests often sit in form entries and create manual work that slows outreach and enrollment. This flow logs each submission to your sheet and spins up parent and student deals in the CRM so reps can contact registrants the same day.