Mark lead registered and record orientation signup date
Mark lead registered and record orientation signup date
Your orientation signups arrive without CRM context, leaving coordinators unable to prioritize attendees. Leads get status and orientation date logged so organizers can act same day.
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Overview
When orientation signups bypass the CRM, coordinators waste time chasing records and miss timely outreach. This flow updates lead status and logs the orientation date automatically so coordinators can act same day and avoid manual updates.