Add new course buyers to CRM and roster
Add new course buyers to CRM and roster
Your course purchases sometimes never reach the CRM, leaving coordinators without buyer context. Adds buyers to your pipeline and roster so onboarding happens same day.
Overview
When purchasers skip your CRM, onboarding stalls and coordinators lack context; this flow captures each buyer and routes them to the right pipeline immediately. That means program coordinators and sales reps have buyer details and welcome messages go out same day.