Mark lead paid and issue access after invoice
Mark lead paid and issue access after invoice
Your e-learning invoice payments aren't reflected in CRM leads, blocking access code delivery and stalling enrollment. The workflow updates lead status so codes are issued same day.
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Overview
When paid course invoices don't update CRM, program coordinators waste time chasing fulfillment and learners wait for access. This flow marks the lead as paid and kicks off access-code delivery so learners receive access same day.