Update contact with issued certificate and notify team
Update contact with issued certificate and notify team
Your CRM lacks certificate-sent status, causing manual checks and delayed badge creation. It marks contacts as certified and alerts program coordinators to create badges same day.
Overview
When certificate deliveries aren't tracked your coordinators spend time chasing records and badges slip behind. This flow marks contacts as certified and pings the certification channel so badges are created and CRM status is accurate same day.