Mark contact as phase five course completion in CRM
Mark contact as phase five course completion in CRM
Your students' course progress isn't reflected in contact records, leaving student success and marketing teams without completion signals. The workflow marks contacts as Phase Five completed so managers can act the same day.
Overview
When learners finish a key course phase, their contact record should be ready for action immediately. This flow removes manual updates so student success and marketing can trigger outreach and segmentation the same day.