Integrations

• Email and calendar. Decide how customer email and meeting information will be brought into the activity record if the team uses another communication system.
• Tutoring delivery. Agree how the Tutor will enter session dates, references and supporting evidence when delivery is tracked elsewhere.
• Billing and payments. Decide how approved session evidence reaches the billing team or its system. The session decision and operation receipt provide a case to reconcile.

Name an owner for each connection and define which system supplies each fact. Match an external customer to the appropriate account and opportunity before importing an activity or session. Keep external references and the operation key with the receipt when a workflow action is reconciled. Test a corrected session and an operation marked Needs Review so staff know where to investigate an exception.