Marketing coordinators: deliver formatted tour requests to enrollment CRM
Marketing coordinators: deliver formatted tour requests to enrollment CRM
Marketing coordinators at family services lose enrollment-ready tour requests when visit dates and child birthdates are inconsistent or missing. It formats dates and sends full records to admissions.
Overview
Incomplete tour requests force admissions to chase missing dates and birthdates, slowing enrollment. This workflow formats visit and child birth dates and delivers complete contact records to your enrollment CRM, enabling faster handoffs between marketing and admissions and reducing manual data fixes.
Notable Features
- Format visit and birth dates
- Create complete enrollment contact records
- Deliver records to your enrollment CRM