Keep IT teams' CRM aligned with cohort payment changes

IT teams managing cohort sheets miss payment status and internship dates, causing billing and placement delays. Updates push payment fields and deal stages to CRM so coordinators act on timelines.

Overview

Spreadsheet-driven discrepancies create billing gaps and placement delays, risking program revenue and participant timelines. This workflow keeps CRM deal stages and payment fields aligned with cohort sheet changes, so operations and program coordinators act on accurate participant data while IT eliminates manual reconciliation and reduces missed billing updates.

Notable Features

Update CRM deal stages
Push payment status fields
Format internship dates consistently