Keep ops coordinators onboarding buyers fast and consistent

Operations coordinators processing new orders manually miss enrollments and CRM records, causing onboarding delays and confused buyers. So course teams can start onboarding without manual setup.

Overview

Manual onboarding creates gaps that confuse buyers and slow delivery. This workflow captures orders, creates or updates customer records, and enrolls buyers into the right programs and feeds so course teams begin onboarding without manual setup. The result is fewer missed enrollments and smoother handoffs for operations.

Notable Features

Create or update customer records
Enroll buyers into correct programs
Add buyers to content feeds