Add purchase context note to CRM lead record

You get course purchases without buyer context, leaving sales reps unprepared for timely outreach and follow-up. Add a CRM note with purchase details so reps can personalize outreach within minutes.

Overview

Course purchases often land without buyer context, leaving reps to chase details and lose momentum. This flow writes the purchase details directly onto the lead so reps have context and can follow up within minutes, improving personalization and response speed.