Create enrollment progress record in CRM for coordinators
Create enrollment progress record in CRM for coordinators
Your course enrollment updates don't create CRM records, leaving coordinators unaware of learner status. Create enrollment records so program staff can act on progress same day.
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Overview
When enrollment progress isn't logged, coordinators lose sight of learner activity and outreach timing slips. This flow records each enrollment event into CRM and links it to the right contact so program staff see progress within minutes and can follow up same day.