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Create CE record in CRM for completed lessons

Create CE record in CRM for completed lessons

When lesson completions aren't recorded, your CE credits and member certificates fall out of sync and require manual reconciliation. This captures completions into your CRM so coordinators can award credits and certificates same day.

Create CE record in CRM for completed lessons

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Overview

Stop manual CE entries and reduce certificate delays by capturing lesson completions directly into your CRM. Program coordinators get a single source of truth and members receive credits and certificates the same day.

Create CE record in CRM for completed lessons