Create student lead deals from new spreadsheet rows
Create student lead deals from new spreadsheet rows
You capture student placement rows in a sheet that go unprocessed, leaving recruiters without contact or location details. It creates CRM people and deals so recruiters can start outreach same day.
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Overview
When student placement entries sit in a spreadsheet, recruiters miss first-contact windows and lose context for outreach. This flow turns new rows into CRM people, deals, and pinned notes so admissions teams can act and begin outreach the same day.