Keep marketing ops billing accurate with payment links
Keep marketing ops billing accurate with payment links
Marketing ops add new contacts that receive incorrect fee links, causing missed semester payments and CRM mismatches. Attach the right payment link so finance collects fees and CRM stays accurate.
Overview
Marketing ops teams risk missed semester fee collections and messy CRM records when new contacts get wrong payment links. This workflow attaches the correct payment link to each contact and updates the CRM, reducing missed collections and giving finance cleaner records for reconciliation.
Notable Features
- Attach fee-specific payment links
- Update CRM contact with link
- Flag exceptions for manual review