Create CRM leads from completed installer course records
Create CRM leads from completed installer course records
Your course completions aren't entering CRM, so trained installer contacts sit without follow-up. Record and route those student leads to sales and program coordinators for same-day outreach.
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Overview
When certified installers finish training, their contact details should become actionable leads immediately. This flow creates or updates lead records and timestamps course completion so reps and coordinators can engage students the same day.