Update coaching call four date on participant records
Update coaching call four date on participant records
Your coaching call dates in CRM don't update program pages, leaving facilitators without session context. Dates sync to program pages so coordinators and facilitators see the schedule same day.
Overview
When coaching session dates change in your CRM, facilitators and coordinators can miss critical prep and context. This workflow keeps participant program pages current automatically so your program coordinators and facilitators see updates same day and avoid last-minute scrambling.