Keep sales ops from missing new applicant confirmations

Sales ops lose applicants when intake confirmations get buried, causing missed enrollments. Send registration confirmations with payment and document instructions so admissions can start processing.

Overview

Missed registration confirmations cost admissions conversions. This workflow turns every intake form into a confirmed applicant by delivering registration and payment instructions immediately, so admissions and sales ops can hand off and process applicants with fewer missed enrollments.

Notable Features

Send confirmation emails to applicants
Include payment and document instructions
Create applicant contact in CRM