Sales ops in renewables: update installer training flags

Sales ops specialists in renewables miss training emails, leaving installer portal and account fields out of date. The workflow updates CRM contacts and flags within minutes.

Overview

Missed training flags stall installer onboarding and risk delayed installs. This workflow keeps CRM contacts and portal access flags current so onboarding coordinators have action-ready records, reducing manual handoffs and ensuring zero missed follow-ups.

Notable Features

Create or update CRM contacts
Set portal, training, and account flags
Notify onboarding coordinators of updates