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Create practitioner portfolio entry when completion tag applied

Create practitioner portfolio entry when completion tag applied

Untracked course completions leave your practitioner records without dates or owners, delaying follow-ups. Create portfolio items automatically so coordinators can schedule next steps same day.

Create practitioner portfolio entry when completion tag applied

Overview

When course completions sit only in marketing lists, scheduling and reporting grind to a halt. This flow turns a completion tag into a tracked portfolio item so coordinators see dates and can schedule follow-ups the same day.

Create practitioner portfolio entry when completion tag applied