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.

Generate unique student ID, update lead, and create note in Close

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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.

Generate unique student ID, update lead, and create note in Close