Update cohort deal and hours from exit surveys
Update cohort deal and hours from exit surveys
Your student exit survey submissions arrive without CRM or hourly updates, delaying cohort wrap-up. It updates the cohort deal and hourly tracker so coordinators have correct records same day.
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Overview
Exit surveys that don't update CRM deals and hour trackers force program staff into manual reconciliation and slow follow-up. This flow finds the student, writes reported hours to the cohort sheet, sets the deal stage, and alerts ops on problems so coordinators see accurate cohort data the same day.