Business owners: tag prospects when payment link sent
Business owners: tag prospects when payment link sent
Business owners miss pending enrollments when payment links are sent without tagging, causing sales and ops to miss follow-ups. This tags prospects on link delivery so follow-up happens faster.
Overview
Untracked payment links leave prospects in limbo and fragment pipeline visibility for sales and operations. Tagging contacts on link delivery and updating CRM status eliminates manual tracking, reduces missed follow-ups, and enables faster handoffs.
Notable Features
- Tag contacts on payment send
- Update pipeline status on delivery
- Notify sales about pending enrollments