Enroll purchasers, update CRM records, and tag students
Enroll purchasers, update CRM records, and tag students
Your storefront purchases sometimes lack synced student records, delaying course access and mentor assignment. Enroll and tag students automatically so they get access and onboarding the same day.
Overview
Manual enrollments and tag updates delay student access and burden program coordinators, especially in a trading education environment where timely mentorship matters. This workflow auto-enrolls purchasers, updates CRM records, and applies onboarding tags so coordinators can begin mentoring and deliver materials the same day.