Update info session CRM records from new student enrollments
Update info session CRM records from new student enrollments
Your student enrollments on the intake board often lack CRM context, causing missed session prep and delayed outreach. Keep CRM attendance flags and session dates current for coordinators same day.
Overview
New enrollments that don't surface in your CRM force coordinators into last-minute outreach and manual fixes. This flow keeps session attendance flags and dates current within minutes, so program coordinators can prepare and contact attendees ahead of each session.