For head traders in education: streamline license onboarding

Head traders risk refunds when purchases leave students without active licenses. Create an onboarding task with subtasks so licenses activate and records update, getting students access fast.

Overview

Head traders risk refunds and course drop-offs when license activation lags. Turning each purchase into a tracked onboarding task with fulfillment subtasks eliminates manual handoffs and ensures students gain access promptly. Operations teams get cleaner product records and faster handoffs as a result.

Notable Features

Create onboarding task automatically
Assign fulfillment subtasks to operations
Update product spreadsheet records