Education teams: Create linked follow-up tickets for ad leads

Admissions reps miss ad contacts buried in inboxes, causing lost enrollment opportunities. Ensuring linked follow-up tasks exist so admissions reps start tracked outreach within minutes.

Overview

Ad leads slip through when contacts aren't tracked, hurting enrollment pipelines. This workflow creates and links follow-up tickets to contacts, giving admissions clear ownership so outreach starts faster and handoff confusion is eliminated.

Notable Features

Create follow-up tickets for ad leads
Assign ownership to sales reps
Notify ops of new tasks