Mark Phase 2 course completion on contact record
Mark Phase 2 course completion on contact record
Your learners' Phase 2 completions aren't reflected in CRM, leaving campaign managers unable to trigger certification or timely outreach. Keep CRM progress current so outreach happens same day.
Overview
Keep learner progress flowing into the CRM so campaign managers and onboarding coordinators can trigger certification and targeted nurture without manual checks. This removes lag in outreach and ensures follow-up happens same day after course completion.