Set school ID received date on contact record
Set school ID received date on contact record
Contact records miss school ID received dates after owner changes, delaying verification. This adds the received date so enrollment coordinators can act same day.
Workflow preview:
Zap details:
Overview
When a contact moves to your enrollment team, you need immediate visibility on whether a school ID has been received. This flow stamps the received date on the contact so enrollment coordinators see verification and act within the same business day.