Create CPE credit record and send certificate to attendee
Create CPE credit record and send certificate to attendee
Your CPE attendance rows need manual crediting, causing delays and duplicate records. It creates CPE records and issues certificates so attendees get credits and PDFs that day.
Overview
Manual crediting slows your education programs and risks duplicate records. This flow turns spreadsheet rows into CRM CPE entries and certificates, removing grunt work and ensuring attendees receive credits and PDFs the same day.