Create certificate chase tasks and assign owners to coordinators
Create certificate chase tasks and assign owners to coordinators
Your course completions don't trigger certificate follow-ups, leaving awarding-body chases unassigned. This creates timed chase tasks with owners and due dates to close certificates before escalation.
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Overview
Manual certificate chases slow down your program coordinators and create learner friction. This flow converts each course completion into a timed CRM task with an owner and due date, ensuring follow-ups are assigned within hours and resolved before escalation windows.