Add onboarding task when student completes orientation today
Add onboarding task when student completes orientation today
Your orientation completions aren't reflected in student CRM records, leaving coordinators unsure who needs next-step outreach. Enables immediate enrollment into onboarding workflows so coordinators can act the same day.
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Overview
Orientation completions that fail to update the CRM leave coordinators without clear next steps. This flow updates student status and enrolls completers into the onboarding sequence automatically, so coordinators have actionable tasks and can follow up the same day.