Never miss student record requests for support agents

Support agents miss student record requests submitted by form, delaying enrollment tasks and frustrating families. This creates CRM notes and assigned tasks from each form so agents act quickly.

Overview

Missed student record requests stall enrollment and frustrate families; parent support agents need reliable intake that won’t be dropped. This workflow turns every form submission into a CRM note and an assigned task, eliminating manual triage so agents begin processing requests immediately and response times drop dramatically.

Notable Features

Create CRM notes from submissions
Assign tasks to parent support agents
Notify agents via email and Slack