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Create leads from completed course purchases for follow-up

Create leads from completed course purchases for follow-up

Completed course orders aren't creating leads, leaving marketing without buyer contact or onboarding tags. Create lead records from purchases so coordinators can begin onboarding within minutes.

Create leads from completed course purchases for follow-up

Overview

Manual lead entry after purchases wastes time and lets onboarding windows slip. Capture completed purchases into lead records and apply purchase tags so campaign coordinators can launch onboarding sequences within minutes.

Create leads from completed course purchases for follow-up