Keep technical advisor certification dates current in CRM

Technical advisors at building materials firms miss LMS completions, leaving certification records outdated. This updates CRM contacts with completion dates and lead source so advisors can follow up reliably.

Overview

Missed course completions create follow-up gaps and compliance blind spots for technical advisors in building materials companies. This workflow keeps CRM contacts updated with certification dates and lead source, so advisors have reliable records for timely outreach and no certifications slip through the cracks.

Notable Features

Update contact certification dates
Record lead source on completion
Notify operations and technical advisors