Add new enrolled students to monthly placements tracker
Add new enrolled students to monthly placements tracker
Your enrolled students in CRM aren't mirrored to the placements sheet, creating duplicates and missed outreach. The placements sheet stays current so coordinators can act the same day.
Overview
Stop manual handoffs and duplicate rows that slow placement reporting. This flow pushes enrolled students into your placements tracker and auto-fills date and context so coordinators can action outreach the same day.