Keep project managers' enrollment data accurate in CRM
Keep project managers' enrollment data accurate in CRM
Project managers rely on enrollment forms; outdated household and income fields delay eligibility decisions. Form submissions update account records so coordinators start eligibility review quickly.
Overview
Project managers risk delayed eligibility decisions when enrollment data lags. This workflow keeps account records current from every submission, turning intake into immediate casework readiness. That means faster handoffs, fewer missed updates, and program coordinators can act with confidence.
Notable Features
- Update CRM accounts from submissions
- Populate household and income fields
- Notify program coordinators of changes