Deactivate orphaned training user accounts and update CRM
Deactivate orphaned training user accounts and update CRM
Orphaned training users not in CRM cause outreach errors and license drift. It reconciles accounts, updates CRM when possible, and deactivates orphans so program managers have clean weekly data.
Overview
Keep your training platform and CRM aligned so engineering, program managers, and support avoid chasing phantom users or paying for unused licenses. A weekly reconciliation run applies contact IDs, updates CRM where possible, and removes orphaned accounts so your team has accurate user counts before weekly reports.