Skip to content
Prioritize admissions callbacks and record them in CRM

Prioritize admissions callbacks and record them in CRM

Admissions coordinators lose opted-in applicants when callbacks aren't recorded. This workflow logs each callback so coordinators prioritize follow-up and track provisional offers.

Prioritize admissions callbacks and record them in CRM

Overview

Admissions coordinators risk losing applicants when callback requests aren't tracked. This flow turns every opted-in submission into an actionable callback record and alert, transforming manual lists into a single prioritized queue so follow-ups happen promptly and provisional-offer status is visible.

Notable Features

  • Create callback records from forms
  • Notify admissions coordinators of opt-ins
  • Monitor provisional-offer status centrally

Prioritize admissions callbacks and record them in CRM