Technical advisors: keep lead records updated after training

Technical advisors lose trainees when course completions don't reach CRM, causing installers to be overlooked. Update or create lead records on completion so sales reps can prioritize outreach.

Overview

Course completions that don't update the CRM let trained installers fall through the cracks and slow pipeline progress. This workflow keeps lead records current with training status so sales reps prioritize qualified contacts and avoid missed follow-ups. Customers report faster response times and clearer qualification handoffs.

Notable Features

Create or update lead records
Tag trained contacts for follow-up
Notify reps of completed courses