Mark partners certified after course completion, notify ops
Mark partners certified after course completion, notify ops
Partner course completions aren't linked to CRM contacts, leaving certification status stale and coordinators unaware. This marks accounts certified and notifies your support channel within minutes.
Overview
When course completions aren't reflected in the CRM, partner coordinators and support staff operate on stale data and miss timely outreach. This flow marks partner accounts certified and routes exceptions to your support channel so coordinators see status updates within minutes.