Send phase 2 welcome and update student record
Send phase 2 welcome and update student record
Your student deal moves to Phase 2 while your CRM and learners stay uninformed. Students get access and coordinators see the update same day after records update and a Phase 2 welcome is sent.
Overview
When learners move into Phase 2 without clear signals, onboarding stalls and access activations slip. This flow updates the learner record and delivers a Phase 2 welcome email automatically, so students gain access and coordinators see the change same day.