Training owners: credit affiliate sales and update CRM

Marketing owners at coaching firms lose affiliate commissions when coupon-coded orders don't map to CRM, creating unpaid partners. This links orders to affiliate contacts and records commissions.

Overview

Missed affiliate attribution damages partner relationships and creates manual reconciliation work for training businesses. This workflow ensures coupon-coded orders map to affiliate contacts and record commission details, enabling reliable partner payouts and prompt follow-ups.

Notable Features

Match coupon codes to contacts
Update affiliate commission fields
Create partner follow-up tasks