Opportunity Bridges — Internal Tool

Lead intake

Enter a lead from the CRM or a website form submission. Phone and program are required for the MedCerts referral.

First name*

Last name*

Email*

Phone number*

Address

Career center

The workforce/career center office funding the lead's training

Status

Matches Lead Status list in the Opportunity Bridges CRM

Career track

Matches Career Track list in the Opportunity Bridges CRM

Program of interest*

Matches the partner's Program of Interest list

Notes

Campaign tracking (UTM)

Auto-filled from this page's link when present — edit if the Google Sheet row has different values.

Source

Medium

Campaign

Content

Partner CRM handoff

Save sends a copy to Worklume and opens the MedCerts submission response. Check that response for acceptance or errors; Salesforce creation must be confirmed in Salesforce.

MedCerts form connected

Queued leads (this session)

No leads saved yet. Submit the form above to add one.