Keep e-learning learner records updated and manuscripts attached

Senior IT ops managers lose Day 6 completions and manuscripts, creating missed follow-ups and gaps in learner support. It updates CRM and attaches manuscripts so managers begin follow-up.

Overview

Missed Day 6 completions and unlinked manuscripts create delayed learner support and frustrated learners. This workflow keeps CRM progress and manuscripts aligned with learner records so course ops and managers can begin personalized follow-up and reduce missed check-ins.

Notable Features

Update CRM progress fields
Attach uploaded manuscript to contact
Notify course ops and managers