Create course account and CRM contact for subscribers
Create course account and CRM contact for subscribers
Unprovisioned subscription payments leave new students without course accounts or CRM context, delaying onboarding. Create learner accounts and update CRM so coordinators can welcome them same day.
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Overview
When subscribers pay, they should immediately be enrolled and visible in your CRM so onboarding coordinators can act without manual steps. This flow provisions learner accounts, applies access tags, and updates contact records within minutes to enable same-day welcome and engagement.