Business owners: notify ops when demo learners lack licenses
Business owners: notify ops when demo learners lack licenses
Business owners miss unlicensed demo learners when LMS completions aren't flagged, risking lost enrollments. Instant alerts route completions to ops and customer success so follow-up begins quickly.
Overview
Unflagged demo completions lead to overlooked prospects and lost enrollments. This workflow routes unlicensed demo learners to operations and customer success, creating tasks and alerts so staff start follow-up and provisioning without manual checks. The result is faster response times and fewer missed enrollment opportunities.
Notable Features
- Send alerts to ops and customer success
- Flag demo learners without licenses
- Create follow-up tasks for staff