Keep student and family records current for support ops

Support ops miss enrollments when contacts are missing or duplicated, causing billing and onboarding delays. Keep CRM contacts and enrollment tags current so staff can begin billing and onboarding.

Overview

Missed or duplicate enrollment records cause billing errors and slow onboarding, risking revenue and student satisfaction. This workflow keeps student and family contacts and enrollment tags accurate across your CRM so operations can begin billing and onboarding without manual reconciliation. The result is fewer data gaps and faster handoffs between support and billing.

Notable Features

Create or update contact records
Add enrollment tags and notes
Filter duplicates before record creation