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Data scientists: ensure opportunity passport fields are updated

Data scientists: ensure opportunity passport fields are updated

Data scientists see passport form answers unlinked, making admissions and sales chase identity info. Map passport fields and set a confirmed flag on opportunity records so enrollments can proceed.

Data scientists: ensure opportunity passport fields are updated

Overview

When passport data sits outside opportunity records, admissions and sales waste time chasing identities and enrollments stall. This workflow writes passport fields and a confirmation flag directly into opportunity records, giving admissions and sales verified identity data and eliminating manual lookups so enrollments can progress.

Notable Features

  • Update opportunity passport fields
  • Set passport confirmed flag
  • Notify admissions and sales

Data scientists: ensure opportunity passport fields are updated