Update contact records from new certification spreadsheet rows
Update contact records from new certification spreadsheet rows
When certification rows arrive in your spreadsheet, client contacts can stay outdated and coordinators lack current status. Updated contact flags give coordinators status to act same day.
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Overview
Stale certification statuses mean coordinators can't schedule or bill reliably and waste time on manual lookups. This workflow keeps contact flags and passing dates current so program coordinators can schedule visits and follow up the same day.