Create customer record and onboarding task from payment
Create customer record and onboarding task from payment
Your checkout payments often lack structured customer or package context, which stalls onboarding and billing. Capture contact, package, and payment details so onboarding begins same day.
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Overview
When a checkout completes, missing package or contact context often forces manual follow-ups and delays onboarding. This flow captures contact, package, and payment details into CRM and ops trackers so onboarding and finance can act the same day.