Keep project managers from losing new-customer leads
Keep project managers from losing new-customer leads
Project managers lose leads when new customers don't create tickets, causing missed follow-ups. Create tickets and route to admissions coordinators so outreach status is visible and follow-ups occur.
Overview
Project managers risk lost enrollments when new-customer leads don't become internal tickets. This workflow guarantees each lead becomes a tracked ticket and routes assignments to admissions coordinators, improving handoffs and making outreach status visible. Teams report clearer handoffs and fewer missed follow-ups.
Notable Features
- Create tickets from new customers
- Assign admissions coordinators by rule
- Track outreach status in one place