Add incoming purchase leads to CRM and tracking sheet
Add incoming purchase leads to CRM and tracking sheet
Your class and trial purchase records arrive without contact entries, leaving buyers untagged and outreach delayed. Add and tag each buyer so onboarding and drip campaigns begin same day.
Overview
When class purchases and trial signups miss your contact system, nurture and onboarding never trigger and revenue touchpoints slip. This flow captures every sale, tags it by type, and logs it for review so campaign managers can start welcome sequences the same day.