Send survey email and flag completed trainings in CRM
Send survey email and flag completed trainings in CRM
Your completed trainings often lack attendee feedback, delaying certificates and billing. Send the survey and flag the opportunity so certificates and invoices are ready within 48 hours.
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Zap details:
Overview
When a training opportunity is completed, program coordinators need timely attendee feedback to issue certificates and process billing. This flow sends the questionnaire and updates the CRM so certificates and invoices can be prepared within 48 hours.