So, a lead made a purchase, now what happens?

In this video I am going to explain what steps we expect to occur after a lead makes a purchase from a plan in Core, and how that purchase triggers a series of workflows in Grow so that no lead falls through the crack!

It is important to note, that your plans in Core, should be categorized and labeled appropriately to reflect; Lead, Member and Non-Member. For more on how to label plans and what the different options mean, you can look here:

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