Add funnel buyers to CRM and enroll students
Add funnel buyers to CRM and enroll students
Your funnel purchases arrive with no sales context, leaving reps lacking purchase details or enrollment status. Add leads, post a team alert, and enroll buyers so follow-up happens same day.
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Overview
When funnel purchases land without CRM context, reps waste time chasing details and onboarding stalls. This flow captures each buyer in your CRM, enrolls them in the purchased course, and alerts the team so outreach and onboarding happen same day.