The lead is marked Converted
When a student finishes enrolling in a class or buying a course, the platform looks for active leads with the same email address. Any match is:- Marked Converted
- Given a note saying they enrolled, with the confirmation number
Reminder emails stop
If the lead came from an abandoned checkout, up to three reminder emails are queued. The moment they enroll or buy, any reminder that has not gone out is cancelled. Nobody gets a “come back and finish” email after they have already finished. You can still see the cancelled steps in the lead panel, which is how you know they converted partway through.Email statuses keep themselves current
As the email provider reports back, the status of each reminder updates on its own: scheduled, sent, delivered, failed, or cancelled. There is nothing to refresh and nothing to click.The short version
Your job is the Active list. The rest keeps itself tidy.
See also
- Viewing and filtering leads — Work the active list.
- Cart abandonment emails — The reminder sequence.