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For admissions operations: Create triage cases from social leads

For admissions operations: Create triage cases from social leads

Admissions coordinators miss social form details, causing triage delays and lost enrollments. This creates a case per submission with program, source, and contact so operations can prioritize outreach.

For admissions operations: Create triage cases from social leads

Overview

Admissions coordinators lose applicants when social form responses don’t become actionable cases, stalling enrollment triage and straining operations. This workflow turns every sponsored submission into a detailed case and assigns triage tasks so outreach starts sooner—admissions teams report faster response times and fewer manual handoffs.

Notable Features

  • Create case records from submissions
  • Populate program, source, contact fields
  • Assign triage tasks to operations

For admissions operations: Create triage cases from social leads