Business owners keep enrollment records accurate and up to date
Business owners keep enrollment records accurate and up to date
Business owners see student records split across membership and CRM, causing onboarding delays and reporting gaps. New memberships create or update CRM contacts so student success can begin onboarding.
Overview
Enrollment mismatches create onboarding friction and inaccurate reporting for business owners. This workflow keeps membership and CRM records aligned—creating or updating contacts and linking course enrollment so student-success can begin onboarding faster and reports reflect true enrollment.
Notable Features
- Create or update CRM contacts
- Attach course enrollment to contact
- Notify student success of enrollments