Update contact training records after a course completion event
Update contact training records after a course completion event
Your course completions aren't captured on contact records, leaving managers without counts or course lists. This provides account managers fresh completion counts and lists within minutes.
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Overview
Course completions are critical signals for advisory timing, but they often never reach contact records, leaving account teams blind. This flow writes completion counts and course lists back to contact records so account managers see fresh data within minutes and can act before the next client touchpoint.