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Set default roster ID and normalize contact types

Set default roster ID and normalize contact types

Your enrollment items lack roster IDs and normalized contact types, causing roster gaps and inconsistent outreach. It fixes records so coordinators finish rosters and start outreach same day.

Set default roster ID and normalize contact types

Overview

When enrollment items arrive incomplete, coordinators waste time fixing records and rosters stall. This workflow standardizes roster IDs and contact types automatically, so your enrollment coordinators can finish rosters and start outreach the same day.

Set default roster ID and normalize contact types