Keep IT-informed: Forward new CRM leads to enrollment
Keep IT-informed: Forward new CRM leads to enrollment
IT admins see CRM leads stuck in manual queues, causing enrollment to miss prospects and duplicate records. Forward leads into enrollment system automatically so staff can follow up within minutes.
Overview
Missed CRM handoffs let prospects slip and create duplicate records that slow enrollment. This workflow forwards every new lead into your enrollment system and keeps records accurate, enabling faster follow-up and zero missed prospects.
Notable Features
- Forward new leads instantly
- Validate and format lead fields
- Create or update enrollment records