Add customers who bought specific SKU to post-sale list

Your deal records miss product-based routing, so customers who bought the relevant part aren't added to post-sale lists and reps lack purchase context. Get them enrolled for same-day follow-up.

Overview

If product buyers aren't consistently routed into your post-sale sequences, onboarding and cross-sell windows close. This flow ties specific purchases to your customer list and enrollment process so account reps and campaign managers receive and act on new customers within minutes.