Keep marketing ops' course leads assigned and prioritized

Marketing ops see inbound course inquiries sit unassigned in CRM, causing missed enrollments. The workflow creates categorized deals, adds product/pricing, and assigns a rep so sales follow up faster.

Overview

Unassigned course inquiries let prospects slip away and stall enrollment momentum. This workflow turns matching inquiries into open, prioritized opportunities with product and pricing attached and assigns a rep, delivering faster follow-up and zero missed handoffs.

Notable Features

Create categorized deals from inquiries
Add product and price details
Assign inquiries to the right rep