Business owner: notify admins when webinars are passed
Business owner: notify admins when webinars are passed
Business owners risk certificate delays when webinar pass details land unformatted in inboxes. This workflow emails a formatted assessment summary to admins so certificates are issued and records updated.
Overview
Certificate issuance stalls membership updates when assessment details arrive unformatted. Centralizing and emailing a formatted assessment summary to admins eliminates manual handoffs, so certificates get issued promptly and membership records stay current.
Notable Features
- Email formatted assessment summaries
- Create certificate issuance tasks
- Update membership records in CRM