> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Progress Tracking

> Read course progress in Introw and keep it flowing to your CRM.

**Open in Introw:** [Courses](https://app.introw.io/courses)

## How it works

Every course has a **tracking view** that lists its learners and where each one
stands. You filter by status tab:

* **Enrolled** - everyone placed in the course.
* **Not started** - enrolled but hasn't begun.
* **In progress** - started but not finished.
* **Completed** - passed and finished.

Open any learner to see their per-module detail and timestamps. At the catalog
level, a **metrics** summary shows activity over a date range you choose, so you
can report on completion across all courses.

Progress also flows to your CRM **automatically**. When a CRM is connected and a
partner's contact/company are linked, each learner's course enrollment and
completion appear on the partner's records - so sales and partner managers see
training status without leaving HubSpot or Salesforce. The exact objects and
fields are covered in the [API reference](/general/introduction).

```mermaid theme={"theme":{"light":"github-light","dark":"github-dark"}}
flowchart LR
  activity["Enroll, progress, complete"] --> object["Course Enrollment CRM object"]
  object --> report["CRM dashboards and reports"]
```

## Prerequisites

* Access to the **course tracking** views.
* A connected **HubSpot or Salesforce** integration for CRM sync.
* The partner's contact and company **linked** to the CRM so their progress has somewhere to land.

## Settings & configuration

Tracking is mostly a reporting surface, so there's little to switch on per course -
the controls are about how you read and where progress lands.

**Status tab** is the filter at the top of a course's tracking view; switch between
**Enrolled**, **Not started**, **In progress**, and **Completed** to focus on the
learners you care about.

**Date range** sits on the catalog-level metrics and sets the period completion is
summarized over, so you can report on a month, a quarter, or any window you pick.

**CRM connection** lives in [**Settings → Integrations**](https://app.introw.io/settings/integrations). Connecting HubSpot or
Salesforce is what turns on progress sync - there's no per-course sync toggle, so
once a CRM is connected and a partner is linked, their progress flows
automatically.

## Setup walkthrough

<Steps>
  <Step title="Open course tracking">
    From a course, open its tracking view and switch between status tabs.
  </Step>

  <Step title="Review metrics">
    Use the date range picker to see completion over a period.
  </Step>

  <Step title="Confirm CRM sync">
    Make sure your CRM is connected and the partner's contact/company are linked so progress appears on their records.
  </Step>
</Steps>

## How-to guides

<CardGroup cols={2}>
  <Card title="Monitor course progress and sync it to your CRM" icon="book-open" href="/features/courses/progress-tracking/guides/monitor-course-progress">
    Read completion status in the tracking view, drill into individual learners, and surface progress on CRM records.
  </Card>
</CardGroup>

## Limits & gotchas

<Warning>
  Progress only reaches the CRM when the partner's contact and company are linked. Sync runs on a schedule and is eventually consistent, so the CRM can lag the tracking view in Introw by a short while. Unreviewed upload answers can hold a learner just short of "Completed" even when every module is done.
</Warning>

## Troubleshooting

* **Progress missing in the CRM** - the partner's contact/company isn't linked, or the CRM isn't connected.
* **Completion looks stuck** - there may be unreviewed upload answers holding the learner below complete.
* **Counts don't match** - confirm you're on the intended status tab and date range.