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Update contact record with course enrollments and date

Update contact record with course enrollments and date

Your clients' course enrollments aren't in CRM, leaving your success team without training context. It keeps contact learning records current so reps prepare before advisory sessions.

Update contact record with course enrollments and date

Overview

Keep client learning activity visible in CRM so your success reps always have training context ahead of client conversations. This updates contact records with counts, course lists, and last enrolled dates within minutes, improving readiness before advisory sessions.

Update contact record with course enrollments and date