Create onboarding record for each new course user
Create onboarding record for each new course user
Your course signups lack CRM context, leaving student success unable to prioritize onboarding. Get enrollment records into your CRM for visible queueing and same-day outreach.
Overview
When new learners aren't visible in your CRM, onboarding queues and early engagement slow down. This flow captures each enrollment into your CRM so student success can prioritize and reach out same day.