Coaches: prevent learner record gaps from failed tags
Coaches: prevent learner record gaps from failed tags
Coaches lose accurate learner records when CRM completion tags fail, causing billing and credential confusion. This workflow creates owner tasks for failed tags so you can fix records and ensure learner status is correct.
Overview
Coaches risk billing mistakes and credential confusion when completion tags fail in the CRM. Route every failed tag into an owner task queue so issues are investigated and corrected, keeping learner records accurate and protecting your client experience.
Notable Features
- Create tasks for failed tags
- Attach failure details to tasks
- Notify owner and assign priority