Generate unique student ID, update lead, and create note in Close
Generate unique student ID, update lead, and create note in Close
Generate unique student IDs when leads reach specific statuses in Close. Update the lead with this ID and create a note for record keeping, ensuring accurate tracking and improved onboarding for your students.
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Overview
Generate unique student IDs when leads reach specific statuses in Close. Update the lead with this ID and create a note for record keeping, ensuring accurate tracking and improved onboarding for your students.