Update family intake records from online enrollment forms
Update family intake records from online enrollment forms
Your program enrollment forms create unlinked family intake records and force manual reconciliation. It centralizes intake status in CRM and adds contacts to your subscriber list for faster follow-up.
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Overview
Enrollment forms often create orphaned records and manual reconciliation slows outreach; converting submissions into reconciled intake records and enrolling prospects in your subscriber list fixes that. Program managers get a clear enrollment status and marketing can begin outreach the same day.