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Create student folder and add contact to CRM

Create student folder and add contact to CRM

You get signup emails without a student folder or contact link, delaying onboarding. It creates the folder, adds starter docs, and updates the contact so coordinators can act same day.

Create student folder and add contact to CRM

Overview

When signups arrive by email, onboarding stalls without a structured folder or contact link; coordinators waste time recreating materials. This flow provisions a student folder, copies starter docs, and links the folder to the contact so your team can begin outreach within minutes.

Create student folder and add contact to CRM