Add purchasers to contact list with purchase note
Add purchasers to contact list with purchase note
Purchases lack structured buyer context, causing manual onboarding and delayed follow-up. Add buyer contacts with purchase notes so coordinators can onboard and email buyers same day.
Overview
When a purchase comes through your cart, you need buyer context in your CRM immediately to welcome and onboard them. This flow captures purchasers as contacts and attaches their purchase details so coordinators can begin outreach and onboarding the same day.