Update pending cohort row with contact and deal
Update pending cohort row with contact and deal
Your cohort intake sheet often lacks contact and deal IDs after contract submissions, stalling enrollment handoffs. Populate rows with contact and deal IDs so coordinators complete onboarding same day.
Overview
When new student contracts arrive without linked CRM associations, enrollment handoffs stall and coordinators spend hours on manual lookups. This flow writes contact and deal identifiers into your cohort tracking sheet and alerts ops when associations are missing, enabling same-day onboarding and faster handoffs.