Update contact tags and notify for retraining review

You keep retraining eligibility in a sheet with no CRM link, forcing coordinators to do manual lookups and miss candidates. Contacts are tagged and coordinators are emailed so retraining is queued same day.

Overview

If your coordinators are manually matching sheet rows to CRM contacts, candidates slip through and retraining is delayed. This flow tags or creates the contact and sends owners an email so retraining cases are queued and actioned same day.