Education IT managers: keep kiosk check-ins tracked in CRM
Education IT managers: keep kiosk check-ins tracked in CRM
IT managers see kiosk check-ins and contact requests get lost, leaving caseworkers without attendance records and risking missed student follow-ups. It creates CRM activity so caseworkers can start follow-up quickly.
Overview
Missed kiosk check-ins create gaps in attendance and leave caseworkers blind to student needs. This workflow turns every form submission into a CRM activity and support-service record, giving caseworkers immediate visibility and enabling faster follow-up; organizations report fewer lost contacts.
Notable Features
- Create CRM activity from kiosks
- Log attendance for caseworkers
- Notify staff of new check-ins