Keep operations coordinators updated with combined payment totals

Operations coordinators miss enrollment confirmations when split payments post separately, causing onboarding delays and incorrect status. This adds the contact's combined paid total to the record so operations and sales can confirm enrollment within minutes.

Overview

Split payments can leave enrollment status out of date and force manual reconciliation that delays onboarding. This workflow consolidates each customer's paid total on their contact record, triggers enrollment checks, and alerts operations and sales so enrollments are confirmed and manual work is eliminated. Operations report faster confirmations and far fewer manual adjustments.

Notable Features

Update contact payment totals automatically
Notify operations and sales reps
Flag incomplete payments for review