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Create prospect ticket and profile from social lead form

Create prospect ticket and profile from social lead form

Your social lead submissions lack structured prospect context, causing admissions to miss prioritization and routing. They become assigned prospect tickets with profile context for same-day outreach.

Create prospect ticket and profile from social lead form

Overview

When social leads arrive without structure, admissions can’t prioritize outreach and prospects cool off. This flow captures each submission as a prospect ticket and user profile so coordinators can assign follow-up and contact leads the same day.

Create prospect ticket and profile from social lead form