Sales ops keep payments and attendee records linked

Sales ops see payments and guest records fall out of sync, causing reporting gaps and missed follow-ups. Records are created and linked so sales can act on complete records.

Overview

Payment mismatches and unlinked guest records create reporting blind spots that stall sales ops and delay follow-up. This workflow ensures every registration generates a transaction and a linked attendee record, closing reconciliation gaps so sales ops have reliable data for timely outreach.

Notable Features

Create transaction records on registration
Find or create attendee profiles
Link payments to attendee records