Invite new buyers to course and update contacts
Invite new buyers to course and update contacts
When paid course orders lack enrollment or CRM sync, coordinators fix access and students miss onboarding. This adds purchasers to course access and CRM so you onboard learners same day.
Overview
When orders arrive without enrollment, program coordinators scramble and new students wait for access. This flow ties purchases to course access and CRM records automatically, so onboarding completes same day and outreach can start immediately.