For business owners: create deals after workshop purchases

Business owners miss onboarding steps when workshop sales aren't recorded, causing follow-ups to fall through. Keep CRM, tracking sheet, and deal records aligned so sales prioritize onboarding.

Overview

Missed workshop orders create onboarding gaps and let customers slip through the cracks. This workflow turns every purchase into a CRM contact, a logged transaction, and an open deal so sales prioritize onboarding and no follow-up is missed. The result is faster handoffs and clearer pipeline visibility.

Notable Features

Create or update CRM contact
Log sale to tracking sheet
Open deal for onboarding follow-up