Update live enrollment sheet from uploaded CSV files
Update live enrollment sheet from uploaded CSV files
Your incoming enrollment CSVs sitting unprocessed delay campaign follow-up and reporting. Files are parsed and the funnel sheet updated so coordinators can act on enrollments same day.
Overview
Unprocessed enrollment files create gaps in outreach and reporting, forcing coordinators to reconcile lists manually. This flow parses uploaded CSVs and refreshes the live funnel sheet so your program coordinators can act on new enrollments same day.