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IT: keep participant assessment scores updated in CRM

IT admins lose assessment scores to stale CRM records, forcing coordinators to act on outdated progress. So coordinators have accurate progress and can follow up promptly.

IT: keep participant assessment scores updated in CRM

Overview

Participant scores that never reach the CRM leave coordinators acting on stale progress and reporting at risk. This workflow ensures every assessment result flows into the participant record so coordinators follow up promptly and reporting reflects true learner progress.

Notable Features

  • Write assessment scores to CRM
  • Match learners to participant records
  • Notify coordinators on score updates

IT: keep participant assessment scores updated in CRM