Update lead record with active year for customer

Lead status changes lack a cohort year, leaving enrollment and reporting teams without context for outreach. The workflow writes the active-year to the lead so coordinators have cohort data same day.

Overview

Manual cohort tagging creates delays for program coordinators and enrollment managers when students convert. This flow automatically writes the active/cohort year into the lead record on status change so your team sees cohort context and can act the same day.