Grant course access and add purchaser to CRM
Grant course access and add purchaser to CRM
Course payments processed manually leave buyers without access and coordinators creating records by hand. Automate grants and contact creation so members are enrolled and recorded same day.
Overview
Stop leaving buyers waiting for access and reduce manual onboarding work for coordinators. This flow provisions the correct course seats and updates your contact records immediately, so new members are enrolled and visible to the team same day.