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Mark form opt-ins as new leads and assign owner

Mark form opt-ins as new leads and assign owner

Your course sign-up submissions arrive unassigned and untriaged, so follow-up is inconsistent and prospects go cold. Assign and flag new opt-ins to owners for follow-up same day.

Mark form opt-ins as new leads and assign owner

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Overview

Form sign-ups for online programs often arrive unassigned and slip out of follow-up. This flow marks new opt-ins with the configured new-lead status and assigns an owner so reps receive prioritized prospects for outreach within minutes and same-day follow-up.

Mark form opt-ins as new leads and assign owner