Create sales lead records from info session signups
Create sales lead records from info session signups
Your info-session bookings arrive without CRM entries, making enrollment follow-up manual and inconsistent. It creates contacts, subscribes lists, and opens a sales deal so staff can follow up same day.
Overview
When prospective students book info sessions, their details need to enter your funnel immediately or outreach stalls. This flow captures booking context, creates/updates contacts, subscribes lists, and opens a deal so enrollment staff can reach out same day.