Education sales reps: capture payer contacts from intake forms
Education sales reps: capture payer contacts from intake forms
Sales reps miss payer contact details from intake forms, causing onboarding delays and overlooked student accounts. Adds payer contacts to CRM from intake forms so reps start account setup.
Overview
Missing payer contacts stalls onboarding and lets student revenue slip as sales reps hunt for info. Capture payer details from intake forms into your CRM and notify the assigned rep so follow-up happens faster and manual lookups disappear.
Notable Features
- Create CRM contact from intake form
- Check for existing contact by email
- Notify assigned rep with details