Add paid orders to CRM and enroll buyer
Add paid orders to CRM and enroll buyer
You miss onboarding when paid orders don't reach your CRM and enrollment is manual, causing delayed access and scattered customer records. It creates CRM records, tags purchasers, and grants course access so buyers can start the course same day.
Overview
If paid orders bypass your CRM, onboarding stalls and buyers wait for access. This flow captures each paid order into your contact system and grants course access automatically so buyers can begin training the same day and your team avoids manual entries.