Update deal to won when customer completes purchase
Update deal to won when customer completes purchase
Your course purchases don't reach CRM reliably, leaving reps unaware of paid students and delaying access. Save manual updates and give team clear won-status and payment details within minutes.
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Overview
When paid students aren't reflected in the pipeline, reps spend time chasing already-paid customers and onboarding stalls. This flow turns payment confirms into closed deals and appends payment details, so your sales lead and online business manager see accurate status within minutes.