The ability to share documents and forms with prospects, collect completed forms back and have those forms be available under a lead CRM record as well as under the enrolled families portfolio should the family become an enrolled family
TE and Operations is requesting a Power BI report that shows all customers with Pricing Action in the last 12 months, and what that is. If possible, this report also shows customers with changed ownership in the last 12 months. We need to be able ...
Online/digital registration forms including a modifiable core structure to collect key data from parents enrolling their students - Must include digital document and signature support (Data collection, official document sharing, document execution)
Ability to trigger pre-registration forms individually, in batches, or in bulk to enrolled families to initiate pre-registration for the next school year.
Ability to trigger automation email based on certain form/document submissions being either received or accepted (Example: Uitilize start date upon acceptance of a pre-registration to trigger final enrollment documentation process 2 weeks prior to start date)
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Planned