IT: keep student CRM deal stages up to date
IT: keep student CRM deal stages up to date
IT admins see exit surveys arrive unlinked to CRM deals, causing sales reps to chase stale cohort status and miss follow-ups. The workflow moves the deal to Exit Survey Submitted on form submission, ensuring accurate pipeline status.
Overview
Stale or unlinked exit surveys leave sales reps and student-success teams scrambling and risk missed follow-ups. This IT-delivered workflow advances the student deal to Exit Survey Submitted on form receipt, giving reps immediate pipeline visibility and eliminating missed follow-ups so cohort status stays reliable.
Notable Features
- Advance CRM deals on submission
- Notify sales reps and student-success
- Log missing contacts to admin