Skip to content
Log inSign up
Templates
Create faculty call row when a student accepts offer

Create faculty call row when a student accepts offer

Accepted student records for a program aren't added to the faculty call list, leaving advisors without context for outreach. Add them to the call worksheet so advisors act same day.

Create faculty call row when a student accepts offer

Overview

When accepted student records for a cohort don't reach the faculty call list, advisors miss outreach windows and onboarding stalls. This flow pushes accepted contacts into the centralized call worksheet so advisors can start outreach same day and reduce coordination lag.

Create faculty call row when a student accepts offer