Update onboarding progress in deals from course completions
Update onboarding progress in deals from course completions
Your LMS lesson completions aren't mapped to deals, leaving program coordinators without onboarding milestone visibility. Get accurate deal milestones so coordinators can take next steps same day.
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Overview
When LMS progress doesn't surface in your CRM, onboarding stalls and coordinators miss critical next steps. This flow writes lesson completions into deal records so program coordinators see milestones and can act the same day.