Update CRM and log missing registrations from CSV
Update CRM and log missing registrations from CSV
Your registration CSVs land in a folder and unmatched rows cause gaps in student records and outreach. Keep CRM and a review sheet updated so coordinators can act same day.
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Overview
Unprocessed registration files create enrollment mismatches and missed outreach windows. This flow matches CSV rows to your CRM, updates deal and contact fields, and surfaces exceptions so coordinators have outreach-ready records same day.