Business owners: onboard DIY buyers and provision community access
Business owners: onboard DIY buyers and provision community access
Business owners miss onboarding steps when DIY buyers are added manually, producing messy client records. Workflows create client records and grant community access so buyers onboard fast.
Overview
Manual DIY purchase workflows create onboarding gaps and messy client records, risking poor early engagement. This workflow ensures every DIY buyer receives a primary client record and community access, removing manual entry and enabling faster handoffs. Operations see fewer data errors and reduced missed onboarding steps.
Notable Features
- Create primary client records on purchase
- Grant community access to purchasers
- Notify ops of new client records