Training firms: keep enquiry records updated for sales reps

Sales coordinators at training firms lose enrollments when lead and enquiry records diverge, causing missed follow-ups. This keeps enquiry status and comments current so coordinators follow up quickly.

Overview

Missed follow-ups in training firms mean lost enrollments and fragmented outreach. This workflow aligns enquiry records to lead updates so sales coordinators always see current status and comments, closing gaps in outreach. Teams report faster response times and fewer missed follow-ups when record alignment is enforced.

Notable Features

Update enquiry records from lead changes
Map lead status and comments
Alert sales coordinators on changes