Update deal stage when learner starts course in CRM
Update deal stage when learner starts course in CRM
Your learners' course starts aren't added to CRM, leaving account managers unaware and onboarding delayed. Keep deals aligned so coordinators can act same day.
Overview
When a learner begins the intro course, your CRM must reflect that change so account managers don't miss onboarding handoffs. This flow updates deal stages and records the start, enabling coordinators and account teams to act the same day.