Create exam registration deal from new storefront order
Create exam registration deal from new storefront order
Your exam orders lack structured student data and contact records, causing outreach and enrollment to stall. Capture each order into CRM with student details so reps can follow up same day.
Overview
Unstructured exam orders often leave reps without the contact or student context they need. This flow converts each qualifying storefront order into a CRM person and an exam registration deal and notifies the sales channel so reps can act the same day. That reduces manual lookups and speeds enrollment outreach.