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Create student payment records into central onboard table

Create student payment records into central onboard table

You lose payment and student context when CRM deals aren't logged to onboarding, creating billing delays. It delivers payment and student records to a central table so teams can act same day.

Create student payment records into central onboard table

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Overview

When payment details sit only on CRM deals, onboarding and billing stall and teams waste time on manual lookups. This workflow captures deal payment and student context into a central onboarding table, so billing and program coordinators can reconcile and begin setup the same day.

Create student payment records into central onboard table