Enroll new list subscribers into course and CRM
Enroll new list subscribers into course and CRM
Your free preview signups don't become course enrollments or CRM records, leaving parish outreach ad hoc and unprioritized. Enroll subscribers and create owner tasks so follow-up happens same day.
Overview
Free preview signups are valuable leads but often fall through when enrollment and CRM capture are manual. This flow captures each subscriber, enrolls them in the preview course, and creates an owner task so reps can follow up the same day.