Help customer support ops confirm references without manual follow-up

Customer support ops miss verified references when referees aren't prompted, delaying intake. Trigger confirmation emails on form submission so referees confirm and admissions advance processing.

Help customer support ops confirm references without manual follow-up

Overview

Unverified references stall application intake and force admissions staff into manual chasing. This workflow sends confirmation emails on form submission, records referee replies in the applicant record, and notifies admissions so processing can move forward without manual follow-up. Admissions teams report faster handoffs and fewer missed confirmations.

Notable Features

  • Send confirmation requests on submission
  • Log referee replies to applicant record
  • Notify admissions staff of confirmations

Help customer support ops confirm references without manual follow-up