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Create program lead records and alert your team

Create program lead records and alert your team

Your program inquiries land scattered across channels, leaving coordinators without context and delaying outreach. Capture leads centrally and alert coordinators for follow-up within minutes.

Create program lead records and alert your team

Overview

Untracked program inquiries cause follow-up delays and leave coordinators underprepared. This workflow captures each inquiry into a master lead list, alerts the right people, and sends a welcome message so outreach happens within minutes and intake readiness improves.

Create program lead records and alert your team