Confirm which user actions trigger Workbooks updates, including registration, profile updates and subscription changes

Section: Workbooks CRM integration

Assumption: Workbooks will be shared at account level, but GI data must be clearly attributable and isolated within it.

Agreed item: Confirm which user actions trigger Workbooks updates, including registration, profile updates and subscription changes.

• Correct. Same as IR

Source: GI website scoping workshop notes (12 Jan, 10–12pm)