Create student assessment pages and link to CRM contact
Create student assessment pages and link to CRM contact
Your enrollment purchases arrive without structured assessment pages or assessor context, delaying scheduling. It creates assessment entries and attaches a CRM link so coordinators can start same day.
Overview
When enrollment purchases come in without structured records, coordinators spend hours creating pages manually. This flow creates assessment entries and appends a CRM link automatically, so program coordinators and assessors can begin onboarding and grading the same day.