Education project managers: route ad leads into tickets

Project managers see ad leads arrive without intake, leaving prospects uncontacted and risking lost enrollments. Create tickets and contact records so counselors start outreach within minutes.

Overview

Ad leads turn into lost enrollment when intake is inconsistent. This workflow turns every paid lead into a standardized admissions ticket and contact record, eliminating missed follow-ups and getting counselors to start outreach within minutes. Project managers gain predictable handoffs and a clear audit trail for enrollment operations.

Notable Features

Create standardized admissions tickets
Create or update contact records
Route high-priority leads to counselors