Add program enrollments to contact records and timeline
Add program enrollments to contact records and timeline
Your enrollment changes aren't pushed to contact profiles, leaving coordinators missing coach and billing details. Update contacts so onboarding and billing occur same day.
Overview
Enrollment updates frequently leave coordinators and coaches without current program or billing context, delaying onboarding and outreach. This flow pushes enrollment changes into contact records so onboarding and billing tasks complete same day and coordinators always have the latest context.