Send community invite and update opportunity for purchasers
Send community invite and update opportunity for purchasers
Purchasers without community access leave coordinators and sales missing onboarding context. Invites are sent and opportunity stage updated so teams can act same day.
Overview
When purchasers don't receive immediate community access, onboarding stalls and reps lack context for timely follow-up. This flow sends the invite and advances the opportunity automatically so program coordinators and sales can act with full context the same day.