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Update CRM deal with signed admission letter date

Update CRM deal with signed admission letter date

You miss signed admission letters, leaving deal records without a signature date and delaying enrollment handoffs. It adds the signed date to the deal so enrollment sees paperwork updated same day.

Update CRM deal with signed admission letter date

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Overview

Signed admission letters often sit unrecorded, causing manual lookups and stalled onboarding. This flow writes the signature date directly to the deal so enrollment and sales see paperwork updated same day, letting coordinators start onboarding immediately.

Update CRM deal with signed admission letter date