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Update CRM contact with course completion and date

Update CRM contact with course completion and date

Your installer course completions aren't recorded consistently, stalling certification tracking and follow-up. It updates contact records with completion date so coordinators can act same day.

Update CRM contact with course completion and date

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Overview

When installer training completions go unrecorded, coordinators and reps lack certification data they need to qualify and follow up. This flow writes completion status and date into CRM so program coordinators and sales can act on certified contacts the same day.

Update CRM contact with course completion and date