Create intake records from updated student inquiry rows
Create intake records from updated student inquiry rows
Your inquiry sheet has inconsistent phone formats and free-text answers that delay admissions triage. The workflow standardizes contacts and creates intake records for same-day follow up.
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Overview
Spreadsheets are great for capture but awful for consistent intake—this flow turns updated rows into clean intake records and standardizes contact data. Admissions gets structured records and can reach families the same day, reducing missed opportunities.