Create student tracker record from each program purchase
Create student tracker record from each program purchase
You struggle to onboard and bill when program purchases aren't logged to your student tracker and sales sheet, forcing coordinators to chase details. Records and alerts appear within minutes.
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Overview
When purchases bypass your tracking systems, onboarding and billing grind to a halt. This workflow writes each purchase into your sales ledger and student tracker and notifies coordinators so teams have full context within minutes.