Education program managers capture new registrations in CRM

Program managers lose registrants when website signups skip CRM records, delaying enrollment processing. Creates CRM records for each registrant so operations staff act immediately.

Overview

Missed CRM records translate directly into delayed enrollments and frustrated applicants for education programs. This workflow ensures every website registration becomes a standardized CRM record, removing manual entry and giving operations a clean intake stream so staff can begin enrollment processing immediately.

Notable Features

Create standardized CRM records
Notify operations staff immediately
Add intake priority and tags