Enroll new preview signups and add them to CRM
Enroll new preview signups and add them to CRM
Your preview signups arrive without course access or CRM context, creating extra enrollment steps and delayed parish outreach. Enroll and record contacts for timely outreach and reporting within minutes.
Overview
When preview signups sit outside your systems, outreach lags and parish coordinators must work manually to enroll and contact leads. This flow enrolls signups, creates CRM records, and opens a follow-up task so coordinators can engage new leads within minutes.