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Create student folder and attach link to lead record

Create student folder and attach link to lead record

Your new student records lack a shared folder, scattering files and delaying tutor prep. It creates a student folder and posts the link to the lead so coordinators can begin onboarding same day.

Create student folder and attach link to lead record

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Overview

When student materials are scattered, coordinators and tutors waste preparatory time and onboarding stalls. This workflow creates a standardized student folder and writes the link into the student lead, giving your operations team access to materials same day.

Create student folder and attach link to lead record