Create task from program completion emails for students
Create task from program completion emails for students
Your completion emails land untracked, leaving student records incomplete and credentialing delayed. A CRM task is created per completion so coordinators can close records and issue credentials same day.
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Overview
When program completion notices go untracked, coordinators waste time and credentialing is delayed. This flow converts each completion email into a tracked CRM task so coordinators can close records and issue credentials the same day.