Add closed opportunity enrolments to central tracking sheet
Add closed opportunity enrolments to central tracking sheet
Closed-won enrolments arrive by webhook without a single record, causing late invoices and missed prep. They are recorded in a central enrolments sheet so coordinators can invoice and schedule same day.
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Overview
If closed-won enrolments are scattered across inboxes and webhooks, your small team wastes time reconciling records and chasing invoices. This captures each closed opportunity into one enrollments sheet so coordinators and billing staff have a same-day register to act on.