Add training records now for completed premium plans

Your premium completions lack onboarding records, leaving implementation teams without schedule context. The created record accelerates scheduling and starts onboarding same day.

Add training records now for completed premium plans

Overview

When premium training deals are marked complete, implementation needs a reliable engagement record to start scheduling; manual handoffs create delays and confusion. This flow creates those records automatically so coordinators can begin scheduling and outreach the same day, keeping onboarding on track.

Add training records now for completed premium plans