Update CRM deal student slots from sheet changes
Update CRM deal student slots from sheet changes
Your cohort roster updates often don't reach the CRM, leaving program coordinators without current student assignments. It keeps deal records and student fields current so teams can act the same day.
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Overview
When cohort rows and your CRM fall out of sync, coordinators waste hours reconciling student assignments and deal stages. This flow keeps deal student fields and pipeline stages current so teams can act on enrollments the same day.