Create semester survey records from new sheet rows
Create semester survey records from new sheet rows
Your post-arrival survey rows sit in a spreadsheet without CRM links, forcing manual lookups and delaying program insights for coordinators. Coordinators receive linked survey records same day.
Overview
Post-arrival responses are only valuable when tied to an enrollment record — without that link coordinators waste time on manual lookups and miss trends. This flow ensures survey rows become linked CRM records and routes exceptions to ops so feedback is actionable same day.