Navigate to the master sheet\
Make a copy of the master sheet\
Send the renamed master sheet to the B2B Partner (B2B)
Link: <https://docs.google.com/spreadsheets/d/1jl4zAFFkLBTz0M4SB-KQAvRCDffyvBQNTq2TjqlRsGc/edit#gid=0>
Master sheet should be renamed according to B2B name
**CSM** checks the link every day to see if there are new students added\
The list should be checked at 10 AM and 4 PM
2
**B2B** Provides us with the info below:
Student's full name\
Start date
Student's email address
Student's date of birth
B2B excel sheet must be completed
3
**CSM** creates a Contact in the CRM for the student ( If no Contact exists, create one.)
4
**CSM** schedules the Enrollment Huddle with the person in charge ( for the B2B )
5
**CSM** creates an Ed Plan to have it on our system once we confirm the course they want to take
Do not send the Ed Plan to B2B ( this is for internal use only )
6
**CSM** enrolls the student via Canvas and once the enrollment process is done an invite to the student will be sent
The invite will be sent to the student's email
7
Once the student accepts the invite, the enrollment is done successfully
We need to confirm whether they want to use a credit/debit card, or would they prefer a wire transfer.
The email that should be sent to B2B should contain these bullet points:\
\
List of students successfully enrolled in Schoology:
- Kyla xxx
- Kayson xxx
- Marianne xxx
- Ivy xxx
- Request for tuition payment preference: credit/debit card or wire transfer.