Doing so will allow your Administrators to monitor Gecko payments without logging in to Gecko, accurately report on spend and even control their payout time. π°
Lead syncing with Microsoft Dynamics
In days gone by, Gecko instances could only sync to Dynamics Contacts modules OR Dynamics Lead modules by default.
But now, for every Gecko contact, clients can have a main Contacts module in Dynamics AND have an additional Lead module for the same student.
So you can continue to have your Contact record created (or updated) automatically after every conversation, but now you can also create a new Lead record that can be worked by your recruitment team.
β
As always, if you have any questions regarding our product updates, please reach out to a member of our Customer Success team and they will get right back to you.