Keep project managers alerted to manual mentoring purchases

Project managers miss manual mentoring payments, causing onboarding gaps and unclear fulfillment. It creates mentoring records from manual orders and alerts ops and sales so onboarding starts quickly.

Overview

Missed manual mentoring payments disrupt onboarding and leave fulfillment untracked for project managers. This workflow turns every manual order into a tracked mentoring record and notifies ops and sales, eliminating missing purchase records so onboarding can begin quickly and fulfillment is visible.

Notable Features

Create mentoring records from orders
Notify ops and sales coordinators
Flag duplicates before record creation