On Dynamics:

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

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