IT: Keep enrollment records and campus assignments updated
IT: Keep enrollment records and campus assignments updated
IT admins see enrollment form errors assign wrong campus/class, creating scheduling gaps and stalled admissions handoffs. Records update so admissions and sales progress deals to enrolled stage.
Overview
Manual mismatches between forms and CRM cause scheduling gaps and stalled enrollments. This workflow keeps contact and enrollment fields aligned so admissions and sales can progress deals to enrolled stage and start scheduling reliably, reducing manual fixes and missed handoffs.
Notable Features
- Update CRM contact and enrollment
- Advance deals to enrolled stage
- Notify admissions and sales instantly