Enroll new customer admins into onboarding course slots
Enroll new customer admins into onboarding course slots
Your won deals can leave admin contacts unenrolled, delaying platform access and account setup. Enroll admins automatically so they complete orientation and are ready ahead of onboarding.
Overview
Manual enrollments after a closed deal slow down account activation and frustrate program coordinators. This workflow enrolls admin contacts as soon as a deal closes so support ops can guarantee access and orientation within minutes, keeping the kickoff timeline intact.