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Add new course buyers to onboarding sheet quickly

Course purchases lack a single onboarding record, leaving coordinators without contact or payment context. Adds registrants to the onboarding sheet and tags contacts so staff can welcome buyers same day.

Add new course buyers to onboarding sheet quickly

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Overview

When purchasers don't land in a single onboarding record, coordinators waste time recreating context and welcomes get delayed. This flow captures every course purchase into your onboarding sheet and tags contacts for nurture so staff can send welcome messages the same day.

Add new course buyers to onboarding sheet quickly