Add new course purchases to centralized CRM spreadsheet
Add new course purchases to centralized CRM spreadsheet
Your program purchases scatter across systems, leaving onboarding and reporting manual. It adds each buyer to your CRM sheet so coordinators can start onboarding and reconcile revenue same day.
Overview
When a buyer completes purchase, your small course business needs a single source of truth for enrollment and billing. This flow logs each purchase into a central CRM sheet and flags product cohorts so coordinators can start onboarding and reconcile revenue the same day.