Append enrolment entries to shared audit document now
Append enrolment entries to shared audit document now
Your enrolments sit in CRM and require manual lookup for audits and billing, slowing program coordinators. Consolidate entries into a single document for same-day review.
Overview
When enrolment data stays trapped in CRM, coordinators waste hours exporting and matching records. This captures new and updated enrolments into a single, shared document so your coordinators can reconcile and bill the same day.