Create payment profile and attach verification link to deal
Create payment profile and attach verification link to deal
Your applicant deals lack verification or billing records, causing interview delays. Add verification links and payment profiles to deals so coordinators complete checks same day.
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Overview
When applicant records arrive without payment profiles, interviews stall and billing can't complete pre-interview checks. This flow creates or updates payment profiles and attaches verification links to the deal so admissions and billing teams can finish checks the same day.