Demo

Tuling Admission CRM module

Workflow Designer

Build follow-up rules once and let the CRM create the next task or message when something happens.

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About this module

The best follow-up is the one nobody has to remember. Workflows turn your admissions rules into automatic next steps.

Capabilities

  • Trigger on events

    Start a workflow when a lead arrives, a status changes or an application is submitted.

  • Automated next steps

    Create tasks and notify the right person without anyone remembering to.

  • Switch on and off

    Turn a workflow on for the cycle and off again without deleting it.

  • Run history

    See how many times a workflow has run.

FAQ

Frequently asked questions