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Create buyer record and ops alert from payments

Create buyer record and ops alert from payments

You lack visibility when course payments post without a CRM record or attribution, stalling student onboarding. Gain buyer records, attribution entries, and an ops alert to onboard learners same day.

Create buyer record and ops alert from payments

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Overview

When payments come in without a linked CRM record, onboarding stalls and attribution stays unresolved. This flow creates or updates a buyer record, logs attribution, and posts an ops alert so coordinators can onboard learners within minutes.

Create buyer record and ops alert from payments