Add new enrollment contacts from intake task entries
Add new enrollment contacts from intake task entries
Your intake tasks include unstructured parent contact notes that delay registrations and force coordinators to find emails and phones. Structured contact rows let enrollment teams follow up the same day.
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Overview
When intake task notes hold freeform parent contact details, registrations stall and coordinators waste time hunting for data. This flow extracts emails and phones and appends structured rows to your enrollment sheet so coordinators can follow up the same day and avoid missed sign-ups.