Keep project managers supplied with complete enrollment records

Project managers miss enrollment details when sold contacts aren't logged, creating fulfillment headaches. Populating a central enrollment table ensures operations start fulfillment quickly and reporting stays accurate.

Overview

Project managers experience fulfillment delays and reconciliation headaches when sold contacts aren't captured consistently. This workflow creates or updates a central enrollment record the moment a contact is marked sold, removing manual entry and keeping operations ready to process enrollments. Clear notifications to project managers and a reporting log ensure no enrollment gaps and smoother handoffs.

Notable Features

Create centralized enrollment records
Search and update existing records
Notify project managers on enrollments