Update lead status after course purchase in CRM
Update lead status after course purchase in CRM
Your course purchases often arrive without CRM status updates, leaving reps without context for outreach. The workflow keeps lead statuses current so reps can begin follow-up the same day.
Overview
Course buyers frequently arrive in systems without CRM status updates, which leaves reps guessing who to contact. This workflow marks those buyers as course-access activated so reps can prioritize outreach and begin follow-up the same day.