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Create paid memberships as new leads and opportunities

Create paid memberships as new leads and opportunities

Paid class-pack checkouts aren't creating CRM contacts, leaving coordinators without onboarding context. It creates contacts and opportunities so coordinators can onboard purchasers same day.

Create paid memberships as new leads and opportunities

Overview

When buyers complete a class-pack purchase, their contact and pipeline records should be ready for action without manual entry. This hands-off flow gets purchasers into onboarding and campaigns same day, freeing coordinators to focus on outcomes.

Create paid memberships as new leads and opportunities