Update onboarding status after purchase in participant list
Update onboarding status after purchase in participant list
Your onboarding sheet isn't updated after purchases, so coordinators lack enrollment context. This makes enrollment status current within 15 minutes so materials are ready before next session.
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Overview
When purchases include program upgrades, coordinators need immediate visibility to prepare materials and communications. This flow marks the participant row in your list within 15 minutes so your team has enrollment context before the next session.