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Create and link course candidate contacts to deals

Create and link course candidate contacts to deals

Your registration submissions arrive without linked contacts, causing billing and enrollment confusion for program coordinators. It creates contacts and links them to deals for same-day invoicing.

Create and link course candidate contacts to deals

Overview

When registration payloads arrive without contact links, program coordinators spend time reconciling attendees and billing is delayed. This flow creates contacts and ties them to the originating deal so coordinators and billing staff can complete enrollment and invoice attendees same day.

Create and link course candidate contacts to deals