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Create prospect deal and tasks from waitlist form

Create prospect deal and tasks from waitlist form

Your waitlist form submissions don't create household and student records, stalling outreach. Counselors can reach families same day because each submission is logged and follow-up tasks are created.

Create prospect deal and tasks from waitlist form

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Overview

If your admissions pipeline depends on timely family outreach, this flow turns waitlist submissions into structured CRM records and scheduled tasks, removing manual steps. Counselors get prefilled tasks and can contact families the same day, improving responsiveness and scheduling.

Create prospect deal and tasks from waitlist form