Add purchaser to CRM and central sales ledger
Add purchaser to CRM and central sales ledger
Your paid orders arrive without CRM records, leaving sales reps blind to new purchasers and delaying follow-up. Capture buyer records and a central sales row so reps can act the same day.
Overview
Buyers who transact online must land in the CRM immediately or reps miss timely outreach and commissionable opportunities. This flow writes each paid order into your sales ledger and creates a lead so sales can contact purchasers the same day.