Add deals entering trial to your roster spreadsheet

Your trial enrollments aren't recorded centrally, leaving program coordinators without contact or course context for onboarding. It creates a live roster so coordinators can confirm sessions same day.

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Overview

If trial deals aren't captured centrally, your enrollment team spends hours chasing context and phone details. This flow records every deal that enters trial into a single roster so program coordinators can confirm and schedule sessions the same day.