Create verified course payment rows in revenue tracker

Your course payments in the CRM often lack a single auditable record, delaying reconciliation and reporting. This adds rows and short links to your revenue workbook so you can reconcile same day.

Overview

As a solo real-estate educator, scattered payment records make month-end reconciliation slow and error-prone. This flow captures every card payment, ensures a CRM lead exists, creates a short contact link, and logs a row so you can reconcile same day.