PortalCRM
The online application now saves as the merchant types, so they can close it and pick up where they left off. Once they’ve entered a name and an email or phone, they’re added to your CRM as a contact tagged Application started and assigned to the rep whose link they used. If they stop for 30 minutes, the contact is tagged Application abandoned and the Application Abandoned workflow trigger fires, with a link that reopens their application, so your CRM can follow up. When they submit, the tags switch to Application submitted. See Unfinished applications.