Create CRM sales order and enroll purchaser to courses
Create CRM sales order and enroll purchaser to courses
Paid store orders that don't create CRM records and enroll customers stall billing and delay onboarding. Create orders and enrollments automatically so customers gain access and billing updates same day.
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Overview
When paid orders skip CRM records and course enrollment, billing and onboarding workflows stall and customers wait for access. This flow captures the sale, creates the CRM sales order, enrolls buyers, and tags contacts so customers receive access and billing updates same day.