Update cohort sheet with student contact and deal IDs
Update cohort sheet with student contact and deal IDs
Returning-student form entries can create contacts with no deals, leaving the cohort sheet incomplete. This writes contact/deal IDs to the matching row so enrollment staff can process same day.
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Overview
Stop manual lookups and spreadsheet edits that stall enrollment processing. This connects returning-student form data to your cohort sheet so enrollment staff see contact and deal IDs the same day, enabling faster onboarding.