Create license request deal and notify ops team
Create license request deal and notify ops team
License requests from tutoring and homeschool forms arrive untracked, delaying eligibility checks. It creates a CRM deal, tasks, and alert so requests reach eligibility and invoicing same day.
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Overview
Unprocessed license requests create manual triage and slow billing; this flow captures each form as a CRM deal, attaches submission details, creates review tasks, and alerts ops so requests move to eligibility and invoicing the same day. That handoff speeds qualification and reduces manual queueing for enrollment managers.