Create onboarding tasks from course purchases for staff
Create onboarding tasks from course purchases for staff
New course purchases lacking handoffs leave program coordinators without enrollment context and delay onboarding. It creates onboarding tasks and follow-ups so coordinators can act same day.
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Overview
Manual handoffs after a sale create onboarding gaps and delayed student engagement. This flow converts every purchase into a prioritized onboarding task, logs the sale to your sheet, and schedules 45/90-day follow-ups so coordinators can act the same day.