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Create training lead and deal from ad form

Create training lead and deal from ad form

Your paid social training signups arrive without CRM records or owner, causing delayed outreach and missed enrollments. Leads become CRM contacts with deals assigned for same-day follow-up.

Create training lead and deal from ad form

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Overview

When paid social signups don't create CRM records, reps waste time and prospects cool off before classes. This flow creates contacts and enrollment deals, assigns owners by round robin, and ensures leads are in the pipeline for same-day outreach.

Create training lead and deal from ad form