Create CRM person and deal from course sale
Create CRM person and deal from course sale
You can't track revenue reliably when course purchases don't create CRM contacts and deals tied to sales. This captures purchaser details and creates a won deal for sales reps the same day.
Overview
When course purchases skip the CRM, revenue slips through and follow-up is delayed. This flow captures purchaser details and creates a deal the same day so reps can act immediately and reporting stays accurate.