Create purchase activity on lead records for follow-up
Create purchase activity on lead records for follow-up
Your course purchases without CRM activity leave reps without purchase context for outreach. Capture and log each purchase to leads so reps can follow up same day.
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Overview
When purchases live outside your CRM, reps miss critical buyer signals and response windows slip. This workflow logs each purchase as a dated CRM activity so reps see purchase context and can act on new buyers same day.