Send enrollment confirmation and route case to coordinators
Send enrollment confirmation and route case to coordinators
Your new enrollment records flagged as undecided on funding leave coordinators waiting for payment decisions and delay student onboarding. It confirms enrollment and alerts coordinators within 2 days.
Overview
When families haven't chosen a payment path, enrollment stalls and coordinators spend time chasing details. This workflow immediately sends a clear confirmation to the family, notifies your enrollment coordinators, and updates the record so follow-up happens within two business days.