Capture learning-tool applicants as CRM opportunities with payment links
Capture learning-tool applicants as CRM opportunities with payment links
Sales reps lose prospects when applications lack a CRM opportunity or payment link. This creates a CRM deal and payment link on form submit so sales can collect and progress.
Overview
Sales reps lose prospects and revenue when applications aren’t converted into tracked deals with payment requests. This workflow captures every learning-tool application as a CRM deal and issues a payment link, eliminating missed follow-ups and letting sales progress and collect payment faster.
Notable Features
- Create CRM deal on form submit
- Generate payment links for applicants
- Attach product and price details