Add implementation records to finalisation sheet for onboarding managers before renewals

Your implementation records arrive in the CRM without a matching finalisation row, causing missed billing and delayed learner starts. Onboarding managers get a consolidated finalisation table with required fields updated so billing and delivery teams can act before the next billing run.

Add implementation records to finalisation sheet for onboarding managers before renewals

Add implementation records to finalisation sheet for onboarding managers before renewals