Grant product access and record new purchase for clients
Grant product access and record new purchase for clients
Your product purchases often leave onboarding and billing records scattered, delaying access for coordinators. Grant access and log the sale so customers are onboarded and finance has records same day.
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Overview
Manual post-purchase steps slow down onboarding and reconciliation and force coordinators to chase access details. This flow grants product access, tags buyers for follow-up, and writes the sale to your trackers so onboarding and finance complete their work within minutes.