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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.

Engineering: attach school hearing-form links to new inquiries

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

Engineering: attach school hearing-form links to new inquiries