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Create sales tasks from new payment events in tracker

Create sales tasks from new payment events in tracker

Payment receipts for course bookings arrive without attendee context, delaying seat assignment and welcome messages. Create a task with payment and customer context so coordinators can act same day.

Create sales tasks from new payment events in tracker

Overview

When payments clear, this flow turns each charge into a tracked task with payment and attendee context so coordinators stop hunting for details. That change removes manual handoffs and enables same-day enrollment actions and welcome outreach.

Create sales tasks from new payment events in tracker