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Customer support ops: alert admissions to untracked signups

Admissions coordinators lose prospects when virtual test sign-ups aren't in the CRM, causing missed follow-ups. Instant alerts route untracked registrants to admissions so sales start outreach.

Customer support ops: alert admissions to untracked signups

Overview

Admissions pipelines lose prospects when virtual test sign-ups aren't captured in the CRM. This workflow notifies admissions the moment a registrant isn't found, ensuring leads are added and outreach begins promptly—teams report faster outreach and fewer missed follow-ups.

Notable Features

  • Send admission alerts instantly
  • Route untracked signups to admissions
  • Create CRM lead reminders for follow-up

Customer support ops: alert admissions to untracked signups