Training firms: attach signed intake to lead and case

Sales reps at training firms lose prospects when signed intake isn't attached. Update lead and case records with the signed file and completed status so intake and legal act quickly.

Overview

Training firms can lose enrollments when signed intakes aren't linked to leads. This workflow ensures every signed intake lands on the lead and case record and flags status as completed, giving intake and legal immediate visibility so follow-up and enrollment processing start quickly. Customers report faster response times and zero missed follow-ups.

Notable Features

Attach signed file to lead
Set case status to completed
Send alerts to intake and legal