Keep assessor access accurate and CRM updated for investors

Program managers lose assessor updates when signed charters stay in inboxes, risking access gaps and delayed impact reviews. This updates records and grants evaluator access.

Overview

Renewables investor programs risk delayed impact reviews and lost assessor participation when signed charters don't update systems. This workflow connects signed charters to your CRM and community platform and assigns evaluator roles, eliminating access gaps so program managers can invite assessors; customers report faster response times.

Notable Features

Update CRM and community records
Assign evaluator role on signature
Notify program managers of changes