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Create course purchase record and update customer lead

Create course purchase record and update customer lead

Your course payments lack linked CRM purchase records, leaving billing staff without transaction context. Get linked purchase records and updated lead revenue same day.

Create course purchase record and update customer lead

Overview

When paid course purchases don’t surface as CRM records, billing and operations scramble and revenue reporting lags. This flow captures each payment as a linked purchase and updates lead revenue so billing and program coordinators have reconciled records the same day.

Create course purchase record and update customer lead