Education executive directors keep enrollment booking status accurate
Education executive directors keep enrollment booking status accurate
Executive directors lose visibility when booking methods go stale, creating missed follow-ups and reporting gaps. This workflow updates booking method and itinerary flags so coordinators act on accurate enrollment status.
Overview
Enrollment records drift when booking-method fields are left outdated, causing missed follow-ups and reporting gaps. This workflow keeps booking method and itinerary flags current in your CRM, so enrollment coordinators act on accurate status and dashboards reflect the true pipeline.
Notable Features
- Update booking method fields
- Flag itineraries on enrollment records
- Notify coordinators of unknown methods