For business owners: keep learner progress current and accurate
For business owners: keep learner progress current and accurate
Business owners risk access delays when Module 6 passes aren't recorded for learners. It tags passes in your CRM and updates the progress sheet so admins can grant access quickly.
Overview
Business owners face frustrated learners and delayed access when Module 6 passes aren't recorded. This workflow ensures CRM tags and spreadsheet rows reflect pass status, eliminating manual updates so admins can grant access without delay.
Notable Features
- Tag passed learners in CRM
- Update progress spreadsheet row
- Notify student success staff