Create paid coaching deals and associate contact records
Create paid coaching deals and associate contact records
You receive coaching payments but no CRM deal or contact is created, stalling onboarding and hiding revenue. Create paid deals and linked records so account managers can start onboarding same day.
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Overview
Successful coaching payments should immediately become actionable CRM records so account managers can start work without manual handoffs. This flow converts paid purchases into deals and linked contact/company records, enabling same-day onboarding and clear revenue attribution.