Record contact course purchases from online store orders
Record contact course purchases from online store orders
Orders reach you without enrollment flags, leaving coordinators unsure who has course access. Keep contact records updated so coordinators can grant access and report enrollments within minutes.
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Overview
When course purchases don't update CRM records, coordinators and instructors waste time verifying access and enrollments. This workflow writes purchase status to contact records so your team can grant access and begin onboarding within minutes.