Skip to content
Log inSign up
Templates
Create enrollment rows in your central roster sheet

Create enrollment rows in your central roster sheet

Your CRM enrollments aren't added to the master roster, causing missed prep and attendance gaps. Keep the central roster updated so coordinators confirm attendees and prepare before each course.

Create enrollment rows in your central roster sheet

Overview

When enrollments sit only in the CRM, coordinators scramble and course prep gets delayed. This workflow writes every new enrollment into your central roster and notifies operations so courses are ready same day.

Create enrollment rows in your central roster sheet