Add passed course quiz notes to CRM lead records
Add passed course quiz notes to CRM lead records
Passed quizzes aren't linked to leads, creating outreach and compliance gaps. It appends quiz evidence to lead profiles so account managers and compliance see results same day.
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Overview
When passed quizzes don't reach the CRM, account managers lack training context and compliance has no audit trail. This flow writes quiz results into lead profiles automatically, giving account teams and regulatory staff same-day evidence and clear follow-up prompts.