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Create qualified CRM lead from sub-agent enquiry form

Create qualified CRM lead from sub-agent enquiry form

You get sub-agent enquiry survey responses that lack consistent contact and event details for admissions follow-up. They are created or updated in CRM so counselors can follow up the same day.

Create qualified CRM lead from sub-agent enquiry form

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Overview

Sub-agent survey responses often arrive inconsistent and require manual copying into CRM, which delays outreach. This flow converts each submission into a normalized lead and routes it to the right office so counselors can follow up the same day.

Create qualified CRM lead from sub-agent enquiry form