Prompt sellers to follow up after $25 deferred payments post

Assigned sellers miss $25 deferred payments, causing first-session follow-ups to fall through. Notify the assigned seller when a $25 deferred payment posts so they contact the lead promptly.

Overview

Sellers and tutors risk losing momentum when $25 deferred payments go unnoticed and post-session outreach is missed. This workflow routes those payment events to the assigned seller, creates a CRM follow-up, and sends an immediate alert—so first-session follow-ups happen and response times drop dramatically.

Notable Features

Alert assigned seller when payment posts
Check payment amount equals $25
Log follow-up event in CRM