Update contact training fields when learners complete lessons
Update contact training fields when learners complete lessons
Course completions aren't captured on contacts, leaving nurture and reporting without learner context. Adds completion flags to contacts so managers can segment and act on progress same day.
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Overview
When course completions don't appear in your CRM, nurture segmentation and reporting lose accuracy and momentum. This workflow writes completion flags to contact records so campaign managers can segment learners and trigger follow-ups the same day.