Update course schedule on deal when properties change
Update course schedule on deal when properties change
Your CRM deal course fields desync when program dates or packages change, leaving enrollment staff with unclear schedules. Keep deal records up to date so coordinators can onboard students and bill on time.
Overview
Inconsistent course dates on deal records force manual fixes and delayed onboarding for enrollment teams. This flow standardizes dates, resolves package mappings, and writes cleaned schedule fields back to the deal so coordinators can onboard and bill accurately the same day.