Keep e-learning partner certification dates current in CRM

Partnerships managers face stale CRM certification dates that risk compliance. Refresh account test-date fields on roster or account changes so certifications and owner contacts stay audit-ready.

Overview

Stale certification dates create audit and compliance headaches for e-learning partnerships. This workflow keeps CRM test-date fields current with roster changes so certifications and owner contacts are audit-ready, eliminating manual reconciliation and improving reporting accuracy.

Notable Features

Update CRM test-date fields
Attach current account owner
Log changes to audit sheet