Assign course and update student contact on enrolment
Assign course and update student contact on enrolment
Subscription enrollments often reach CRM without course links, leaving coordinators without onboarding context. It adds course and enrollment date to contacts so onboarding can begin within minutes.
Overview
When subscriptions arrive without CRM course links, coordinators waste time chasing enrollment context and onboarding slows. This flow finds the course and updates the contact with course assignment and enrollment date so student success teams can start onboarding within minutes.