Add basic class handout flag to contact record
Add basic class handout flag to contact record
Your scheduled class bookings arrive without an attendee flag, causing trainers to miss sending the correct basic handouts. The workflow flags CRM contact so coordinators share handouts same-day.
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Overview
When class bookings aren't reflected in CRM, trainers miss materials and coordinators scramble. This workflow flags attendees ahead of class so program coordinators and trainers can distribute the correct handouts same day.