CRM — Automated Follow-Up Emails for Leads
planned
S

Shannon O'Neil
It would be great to be able to set up automated emails from the CRM for leads and their families. Examples include a monthly touch-base for leads who aren’t ready to commit yet, a reminder before a scheduled tour, or a welcome email when a lead moves to a new status. This would help centers stay connected with prospective participants without staff tracking every follow-up by hand. It would also keep the whole enrollment journey, from first contact to admission, in StoriiCare.

Tulio Silva
updated the status to
planned