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Create tuition opportunity and contract from payment form

Create tuition opportunity and contract from payment form

Payment form submissions often arrive without linked CRM records, leaving enrollments and receipts unrecorded. It creates opportunities and contracts so billing can finalize enrollment same day.

Create tuition opportunity and contract from payment form

Overview

Payment submissions must be tied to a student record or billing and enrollment stall. This flow creates a linked opportunity and contract from each paid form so enrollment coordinators and billing staff get complete records to close enrollments same day.

Create tuition opportunity and contract from payment form