Business owners: Keep student CRM status current and accurate
Business owners: Keep student CRM status current and accurate
Business owners see resumed students still inactive in CRM, creating scheduling and billing gaps. It updates CRM status when lessons restart so operations and success teams manage billing and follow-up.
Overview
Resumed students left marked inactive in the CRM cause scheduling and billing gaps that burden operations and frustrate families. This workflow pushes lesson-resume events into the CRM so operations and student success act faster, preventing missed billing and ensuring timely scheduling and follow-up.
Notable Features
- Keep CRM student status current
- Notify operations and success teams
- Create audit trail for status changes