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Update CRM contact and enroll date from signed agreement

Update CRM contact and enroll date from signed agreement

Signed enrollment agreements that don't update CRM leave student records incomplete and stall program setup. Keep contacts and enrollment dates current so coordinators can begin onboarding same day.

Update CRM contact and enroll date from signed agreement

Overview

Signed agreements are the start of onboarding, not a manual data cleanup job. This flow captures completed signatures, updates or creates the right contact and enrollment fields, and gets program coordinators ready to act the same day.

Update CRM contact and enroll date from signed agreement