Invite purchasers to community, record sale, and alert team
Invite purchasers to community, record sale, and alert team
You can't onboard buyers when purchases aren't added to your community and marketing lists, creating manual handoffs. Get buyers invited, tagged, and logged so onboarding begins same day.
Overview
When buyers aren’t invited and logged immediately, onboarding tasks pile up and time-to-first-value slips. This flow invites purchasers, tags them for marketing, and records the sale so your project coordinators can start onboarding the same day.