Create enrollment intake document from updated lead record
Create enrollment intake document from updated lead record
Your lead records lack consolidated applicant details when enrollment is requested, causing intake delays. It creates a consistent enrollment document so coordinators can start onboarding same day.
Overview
When a lead reaches enrollment readiness, your coordinators need a complete intake packet immediately to avoid schedule gaps. This flow captures lead details and generates a standardized enrollment document so onboarding can begin the same day.