Update learner CRM records and move certificate files
Update learner CRM records and move certificate files
Your certificate spreadsheet rows often go unprocessed, leaving learner records incomplete. Keep contact records and certificate files current so program coordinators can act same day.
Overview
Unprocessed certificate rows create blind spots for program coordinators and learner support. This workflow links sheet updates to CRM records and file storage so teams see completions and can act on them the same day.