Enroll course buyers and add to member tracker
Enroll course buyers and add to member tracker
Your course orders don't create onboarding records, so coordinators lack enrollment status and contact context for purchases. Enroll buyers and log them to the member sheet same day.
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Overview
When purchases bypass onboarding systems, coordinators scramble and learners risk delayed access. This flow enrolls buyers, logs purchaser records into your member trackers, and creates CRM contacts so operations can complete setup the same day.