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Update paid discovery visit records after successful purchase

Update paid discovery visit records after successful purchase

Purchases without contact context make your discovery visit list unreliable and coordinators miss outreach. Keep visit records updated for outreach and invoicing within minutes.

Update paid discovery visit records after successful purchase

Overview

When purchases don't update your visit roster, coordinators chase missing info and billing slips. This flow writes purchase context directly into visit records so coordinators and billing staff can act within minutes.

Update paid discovery visit records after successful purchase