Keep customer-management informed of FOP upsells for offboarding

Operations coordinators miss after-upsell purchase details, delaying course access and offboarding. Notifications send purchase/contact info so staff can extend access and complete offboarding.

Overview

Delays extending course access create a manual backlog and risk poor customer experience. This workflow routes after-upsell form details straight to customer-management and creates visible offboarding tasks, eliminating missed follow-ups and ensuring course access is updated.

Notable Features

Send internal notifications instantly
Attach purchase and contact details
Create offboarding task for staff