Add course purchaser to onboarding and notify ops
Add course purchaser to onboarding and notify ops
Your program purchases lack enrollment and contact sync, forcing manual lookups and delaying buyer access. Enrolled buyers are added to CRM and notified to coordinators for same-day onboarding.
Overview
Manual enrollment and contact sync slows onboarding and clogs billing workflows. This flow records qualifying purchasers into your CRM, updates program counters, and alerts coordinators so buyers get access and onboarding the same day.