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Implementation project managers enroll location leads into pre-trial campaign

Implementation project managers enroll location leads into pre-trial campaign

Implementation project managers see location leads added to a shared sheet go un-enrolled, risking pre-trial prospects. This enrolls new location leads into the pre-trial campaign so marketing can act fast.

Implementation project managers enroll location leads into pre-trial campaign

Overview

Implementation project managers in software companies risk losing trial prospects when spreadsheet leads aren't enrolled. This workflow guarantees every location lead joins the pre-trial campaign, handing off to marketing and sales so response is faster and missed follow-ups are eliminated.

Notable Features

  • Enroll new location leads instantly
  • Filter leads by location field
  • Notify marketing and sales instantly

Implementation project managers enroll location leads into pre-trial campaign