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Create program lead record and notify your team

Create program lead record and notify your team

You receive program leads missing context, so coordinators can’t prioritize outreach. Route leads to a shared sheet and team channel so coordinators can act same day.

Create program lead record and notify your team

Overview

Incoming program inquiries often arrive without the context coordinators need, delaying outreach and frustrating prospects. This workflow captures each inquiry into a shared leads sheet, pings your team channel, and sends a welcome email so program staff can respond same day.

Create program lead record and notify your team