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Higher education ops: keep applicant CRM records current

Director of operations sees CRM contact records go stale, creating missed outreach and stalled admissions. It updates applicant contacts and permissions so admissions staff start review quickly.

Higher education ops: keep applicant CRM records current

Overview

Outdated applicant contacts erode enrollment momentum and create manual work for operations. This workflow keeps CRM applicant records and communication permissions current, preventing missed outreach and enabling admissions to begin review quickly. Operations leaders get a reliable audit trail and fewer manual updates.

Notable Features

  • Match applicants to CRM by email
  • Update contact info and status
  • Apply communication permissions instantly

Higher education ops: keep applicant CRM records current