Update onboarding dates and case status in CRM
Update onboarding dates and case status in CRM
You get onboarding form responses without contact context, so program coordinators can't prioritize new learners for follow-up. It updates CRM records so outreach happens same day.
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Overview
Stop manual lookups and missed onboarding follow-ups by writing form submission dates directly to contact records and surfacing onboarding timing on cases. Your program coordinators will see account creation context and updated case status so they can prioritize outreach the same day.