Keep course enrollments and expiries updated
Keep course enrollments and expiries updated
Operations coordinators miss CRM expiries, delaying access. This keeps expiry dates in the CRM and enrollment DB, ensuring onboarding enables access and starts the active student sequence quickly.
Overview
Manual enrollment handoffs create access delays and stalled onboarding. This workflow ensures expiry dates and enrollment records flow to your CRM and database so onboarding enables access and starts student sequences without waiting on manual updates. The result is fewer manual handoffs, zero missed expiries, and cleaner audit trails.
Notable Features
- Record enrollments in CRM
- Calculate and set expiry dates
- Tag active students or create tasks