Create enrollment opportunity and payment record in CRM
Create enrollment opportunity and payment record in CRM
Your course enrollments often arrive without matching CRM records, leaving sales and billing without purchase context. It creates CRM opportunity and payment entries for same-day revenue and follow-up.
Overview
When enrollments don't land in CRM, reps lack purchase context and billing reconciliation slips. This flow captures each enrollment as a CRM opportunity and logs payment details automatically, giving sales and billing same-day visibility and reducing manual reconciliation.