Communication integration
Connect Applicant Email with the Admissions Journey
Send configured applicant communication and keep relevant activity connected to the journey.
Available in LeadEx CRMConnected context
Connect the communication context
Use configured email communication around applicant and admissions events.
Applicant context
Keep relevant communication activity connected to the applicant journey.
Configured events
Send approved messages around defined stages and actions.
Team visibility
Help responsible users understand what communication has occurred.
Accountable workflow
From journey event to accountable action
LeadEx CRM uses configured workflow context to support timely communication without replacing team judgement.
- 01Applicant event
- 02Configured email
- 03Activity context
- 04Next action
What is confirmed before setup
Provider account ownership, plan availability, required approvals, credentials, data scope and compatible interfaces are reviewed during discovery. Final availability depends on that verification.
Explore fit
See Email in your admissions context.
Walk through the relevant use case, prerequisites and responsible workflow with the Lead Examine team.
Book a guided demo