Keep phase 2 enrollments flowing for student ops
Keep phase 2 enrollments flowing for student ops
Student operations staff miss Phase 2 requests buried in forms, delaying onboarding and risking lost enrollments. Standardized tasks and CRM notes ensure staff start eligibility audits.
Overview
Student operations risk delayed onboarding when Phase 2 requests get buried in forms. This workflow converts each Phase 2 submission into a standardized review task with checklist subtasks and CRM notes, eliminating enrollment handoff gaps. The result is cleaner handoffs and fewer manual follow-ups so staff can focus on eligibility audits instead of chasing submissions.
Notable Features
- Create standardized review tasks
- Attach linked CRM notes
- Assign checklist subtasks to assignees