Business owner: keep student records up to date

Business owners miss confirmations when graduation forms pile up, leaving students frustrated. This ensures marketing and program coordinators trigger confirmations and follow-ups quickly.

Overview

Graduation form backlogs cost enrollments and frustrate students. This workflow creates or updates CRM contacts and alerts marketing and program coordinators so confirmations and follow-ups happen reliably. Customers report faster response and fewer manual errors.

Notable Features

Create or update CRM contacts
Attach submission files to records
Notify coordinators to send confirmations