Alert IT admins when deals miss student contact links
Alert IT admins when deals miss student contact links
IT admins see deals move to eligible new without contact associations, causing missing student links and stalling cohort processing. Alerts notify cohort operations so records get fixed.
Overview
Missing contact associations block cohort intake and force manual audits that pull IT and operations from higher-value work. This workflow flags unassociated deals and delivers contextual alerts to cohort operations while opening fix tasks, keeping cohort processing flowing and response times drop dramatically.
Notable Features
- Notify cohort operations instantly
- Attach deal and contact details
- Escalate unresolved deals to IT