On Dynamics:
- Go to Leads
- Check the inquiry stage for "NEW" leads
- Open the new lead
- Check the details - Name, country of residence, email address, reason for homeschooling
- If qualified, send an email
- After sending an email, on the workflow page, click new. You will see the Invite to Orientation remark, click the dropdown, then select "Yes".
- Save, then the workflow will automatically move to Invited to Orientation
