Add paid order customers to CRM and training
Add paid order customers to CRM and training
Paid orders and course signups are scattered, leaving coordinators without enrollment context for billing. Capture contacts, log sales and enroll learners so onboarding starts same day.
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Overview
When paid customers aren't captured across CRM, LMS, and marketing, onboarding and billing slow down and coordinators spend time on manual entry. This flow captures the order into contact, sales, and training systems so onboarding can begin the same day and billing stays accurate.