Create customer onboarding record from closed student deal
Create customer onboarding record from closed student deal
Your closed student deals never reach commerce, leaving enrollments unprovisioned and invoices delayed. Creates onboarding records so enrollment coordinators can start intake and billing same day.
Overview
When closed student deals don't provision into commerce, enrollment coordinators face manual handoffs and delayed billing. This flow moves deal details into your onboarding queue and writes provisioning status back so coordinators can act same day.