Skip to content

Create partner tracking rows for new certification registrants

Certification records often miss partner tracking rows, causing manual partner reporting and delayed attendee follow-up. It keeps partner sheets updated so coordinators can follow up same day.

Create partner tracking rows for new certification registrants

Overview

This flow stops partner tracking from becoming a manual chore and turns incoming certification folders into actionable partner rows. Program coordinators get clean attendee and session data within minutes so partner reporting and follow-up happen the same day.

Create partner tracking rows for new certification registrants