Create CRM contact and booking code for trial
Create CRM contact and booking code for trial
Your course sales often lack CRM contacts and booking codes, causing delayed trial scheduling and manual follow-up. It creates contacts and issues trial codes so the team can onboard students same day.
Overview
When course sales don’t translate into CRM contacts and booking codes, onboarding stalls and coordinators spend hours on manual work. This flow creates or updates contacts and issues trial booking codes within minutes so program coordinators can complete same-day onboarding and reduce manual touchpoints.