Add default roster reference to new enrollment records quickly
Add default roster reference to new enrollment records quickly
Your enrollment items lack roster links and uniform contact types, creating outreach gaps. Coordinators receive complete enrollment records and can act within hours.
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Overview
Missing roster links and inconsistent contact types slow outreach and distort campaign reporting, making coordinators chase incomplete records. This flow fixes records automatically so coordinators have complete enrollment data and can act within hours, keeping campaigns on schedule.