Create onboarding payment row for paid upgrades now
Create onboarding payment row for paid upgrades now
Your upgrade payments lack onboarding context, forcing coordinators to find customer details and delaying welcome tasks. This logs a ready onboarding row so coordinators can begin enrollment same day.
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Overview
When paid upgrades don't flow into onboarding, coordinators waste time chasing details and welcome activities slip. This captures each qualifying payment and creates a ready onboarding row so coordinators can begin enrollment the same day.