Keep student success follow-ups when deals enter phase 1

Operations coordinators lose track when deals reach Phase 1, causing missed academic assessments and undocumented interventions. Ensuring every intervention is tracked and reviews start promptly.

Overview

Untracked Phase 1 transitions let student interventions slip through the cracks and create retention risk. This flow guarantees an 'Academic Standing' follow-up is created and assigned to student success staff, eliminating untracked interventions so reviews start promptly.

Notable Features

Create 'Academic Standing' follow-ups
Assign follow-ups to student success
Flag interventions for tracked review