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Create family contact from new enrollment board item

Create family contact from new enrollment board item

You receive new enrollment items without phone context, leaving admissions staff unable to follow up promptly. Capture contacts automatically so coordinators can call families same day.

Create family contact from new enrollment board item

Overview

If enrollment leads sit in your board without contact records, families can go uncontacted and tours get missed. This flow turns new board items into SMS and address-book contacts so admissions coordinators can reach families same day and log outreach.

Create family contact from new enrollment board item