Ops coordinators: update CRM certification and pass date

Operations coordinators miss new certification entries, leaving sales and support with stale contact records and risking compliance. Ensure CRM shows exam status so ops, sales, and support act.

Overview

Out-of-date certification records create compliance exposure and slow support or sales handoffs. This workflow ensures CRM contacts reflect exam status, flags, and passing dates, eliminating manual entry and giving ops, sales, and support one reliable source of truth so staff act on accurate certification information.

Notable Features

Update contact records with exam status
Flag contacts for compliance review
Notify ops, sales, and support