Add course buyers to CRM and tag event date
Add course buyers to CRM and tag event date
Course orders lack booking tags or contact records, delaying onboarding. This captures buyers into your CRM with date and source tags so coordinators can confirm attendees quickly.
Overview
Untracked purchasers create friction for onboarding and billing; program coordinators waste time chasing missing booking details. This flow captures each buyer, applies event and source tags, and creates the invoice so your team can confirm attendees and start billing within hours.