Update CRM leads when stage changes to follow-up
Update CRM leads when stage changes to follow-up
Your stage changes for prospective students can leave leads misassigned and phones unformatted. Get ownership and contact data updated so coordinators can follow up same day.
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Overview
Stage changes for prospective students often leave contact info and ownership out of sync, slowing enrollment outreach. This workflow finds the lead, normalizes the phone number, and updates ownership and status so coordinators can call prospects the same day.