Add CRM enrollment record from each checkout purchase
Add CRM enrollment record from each checkout purchase
Checkout purchases sometimes lack CRM enrollment records, making coordinators re-enter student data. Create enrollment records automatically so onboarding can start the same day.
Overview
When purchases don't create enrollment records, coordinators waste hours rekeying data and students wait to access courses. This workflow creates enrollment records and student contacts automatically so program coordinators can start onboarding and issue credentials the same day.