Post handover notes and lead link to onboarding team
Post handover notes and lead link to onboarding team
Your CRM handover notes sit unseen by onboarding staff, leaving leads idle between admissions and support. It posts the note and a shortened lead link so coordinators can act same day.
Overview
When handover notes stay buried in the CRM, onboarding stalls and students wait. This workflow publishes the note plus a short lead link to your onboarding channel so coordinators can pick up leads and act same day.