Update student contact in CRM from reassignment form entry
Update student contact in CRM from reassignment form entry
Your reassignment form responses sometimes don't match student CRM records, causing manual lookups and transfer delays. It updates contact records so coordinators can finish reassignments same day.
Overview
Reassignment requests that don't match CRM records force coordinators into manual lookups and slow mentor transfers. This flow matches form submissions to contacts, updates reassignment status, and alerts unmatched submitters so mentoring staff can complete transfers same day.