Assets
Property: Primary Writing State
- Filled by ASR prior to progressing the associated Deal to Training Sent (Personal Lines)
Custom Object: LearnUpon Course Enrollments
Workflow: B2B | LearnUpon Enrollment
- Contact-based
- Manual and automatic enrollment
- Contact is associated to a Personal Lines deal set to Training Sent
- Contact is created today and is associated to Personal Lines deal is in Active Agency
- Re-enrollment is disabled
- Each delay can run indefinitely, or until the property criteria is met
Dashboard: LearnUpon
Supporting Workflow:
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Manually triggered on a Company by the Training Team
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Copies the Company’s Primary Writing State to associated Contacts
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Makes that contact-level value available to the downstream LearnUpon enrollment process
