Keep education orders linked to student CRM records

Finance teams at education providers miss sales, causing reconciliation gaps and misattributed affiliate payouts. Link each sale to its CRM contact so finance and ops track transactions reliably.

Overview

Unlinked sales create reconciliation headaches and risk misallocated affiliate payouts for education providers. This workflow ensures every sale is logged and tied to the correct contact, giving finance and operations a single source of truth for reconciliation and fulfillment tracking.

Notable Features

Create order records on new sales
Link orders to existing contacts
Add affiliate attribution and notes