For technical advisors: Capture localized course completions as leads

Technical advisors miss qualified prospects when course completions sit buried, costing specification wins and delaying project handoffs. Leads are created or updated in CRM so reps follow up faster.

Overview

When training completions aren't captured, technical advisors risk losing specification opportunities and slowing project handoffs. This workflow turns course completions into CRM leads so sales and tech reps prioritize trained prospects and prevent missed follow-ups. Customers report faster handoffs and clearer qualification when training status is visible in the pipeline.

Notable Features

Create or update CRM leads
Tag prospects with training status
Notify sales reps about completions