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Send new vision planner signups to CSMs for same-day follow-up

Send new vision planner signups to CSMs for same-day follow-up

Your vision planner form submissions arrive disconnected from student records, causing manual lookup and delayed support. CSMs get a concise contact summary and planner link so they can respond same day.

Send new vision planner signups to CSMs for same-day follow-up

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Send new vision planner signups to CSMs for same-day follow-up