Engineering: attach school hearing-form links to new inquiries
Engineering: attach school hearing-form links to new inquiries
Sales reps miss hearing-form links on inquiries, causing errors and delayed follow-up. Engineering appends the correct school form URL with inquiry ID to CRM so reps follow up accurately.
Overview
Missing school form links create manual lookup and let prospects slip from the pipeline. This engineering-built workflow ensures each new inquiry record contains the correct school hearing-form URL with the inquiry ID embedded, eliminating manual errors and lookup steps. Reps report cleaner CRM records and fewer manual fixes.
Notable Features
- Attach school-specific form URLs
- Embed inquiry ID into links
- Update CRM record with URL