Create trial recap PDF and attach to deal
Create trial recap PDF and attach to deal
You get raw trial recaps that are unformatted, delaying parent follow-up and CRM attachment. It produces a clean PDF, shares it with stakeholders, and attaches it to the deal for same-day follow-up.
Overview
Turn messy trial notes into a single, polished PDF that enrollment advisors can act on immediately. The PDF gets attached to the student deal and a follow-up task is created so advisors can reach parents for same-day outreach and faster conversions.