Training firms: Capture evaluation leads and route to intake
Training firms: Capture evaluation leads and route to intake
Intake coordinators miss qualified evaluation leads buried in forms, risking lost enrollments. Create centralized lead records and post to intake so coordinators prioritize prospects and begin outreach.
Overview
Intake coordinators lose enrollments when evaluation leads sit unprocessed. This workflow captures every online evaluation, centralizes lead records, and posts them to your intake system so coordinators prioritize qualified prospects and begin outreach — reducing missed follow-ups and protecting course fill.
Notable Features
- Create centralized lead records
- Post leads to intake system
- Notify coordinators of qualified leads