Create CPD certificate and attach to contact record
Create CPD certificate and attach to contact record
Your CPD certificates attached to contacts are often missing for audits. The workflow builds a dated PDF certificate, stores it centrally, and updates the contact record same day.
Overview
If certificate files live in personal folders, audits and client outreach slow down and reps waste time searching. This flow guarantees every updated contact gets a dated PDF certificate stored centrally and a short link added to their CRM record within minutes, so coordinators and account managers can act immediately.