Locations:

  • Leads & Students → Student "Name": Lead Details


Users with the following permissions:

  • Leads & Students → View (all students)


Case:

The drat Enrollment Agreement is created for students multiple times during their study.


Problem:

Creating a draft Enrollment Agreement leads to excessive reverting of the stage of the pipeline to ENROLLING and later it is not automatically switched to ACTIVE (ACTIVE Pending) later.


Solution:

If the Approve ENROLLED Student Stage of Pipeline in Group After setting is set to Enrollment Agreement is Signed Using E-Sign and/or Enrollment Agreement is Signed and Uploaded to Student Folder, the stage of the pipeline is not reverted after creating a draft Enrollment Agreement provided there is a signed (or an uploaded) Enrollment Agreement in the system.


Available since 4.73.0 (view release notes).