Update contact and log onboarding completion for learners
Update contact and log onboarding completion for learners
Your course license activations can arrive without CRM updates, causing access uncertainty and reconciliation delays. It updates the learner contact and adds a spreadsheet row for a same-day audit.
Overview
Stop manual onboarding gaps that leave learners waiting for access. This flow marks the learner contact and writes a verification row to your tracking sheet, giving program coordinators and billing staff a same-day audit trail.