Keep operations moving when prospects convert to buyers

Operations coordinators miss customer records when prospects convert, causing fulfillment delays. It creates the customer in the participant database on buyer+payment, so onboarding starts promptly.

Overview

Missing customer records stalls fulfillment and frustrates new buyers. This workflow ensures every converted prospect with payment becomes a participant record so onboarding and fulfillment start promptly, preventing stalled orders and reducing manual handoffs.

Notable Features

Create participant records on conversion
Assign onboarding tasks to operations
Log creation events for audit