Mark partner companies certified in CRM on completion
Mark partner companies certified in CRM on completion
Your partner company records lag when learners finish certification, leaving coordinators without verified partner status. It flags certified partners so coordinators can act same day.
Overview
When certified partner learners aren't reflected in your CRM, partner marketing and enablement teams can't target or reward them effectively. This flow writes certification status to the company record so program coordinators and marketers see certified partners same day and can act on outreach.