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Or Get Left In The Dirt Like The Horse & Buggy or All The Other Outdates Technologies We Left In The Dust - Remember The Yellow Pages? Learn WHAT Works Now & How To Make It Work For Your Business.
Software Updates | New Features
Here are some of the most recent updates we thought would be helpful to take note of
Save Credit Card on File
Feature Name: Save Credit Card on File
The new "Save Credit Card on File" feature allows you to securely store customer credit card details within the CRM for future transactions, streamlining payment processes and improving client management.
Easily save and access customer payment information directly from their account.
Quickly charge stored cards for future transactions or invoices without needing to re-enter details.
Simplifies payment processes, especially for businesses that require pre-authorization or future billing.
Your business can now easily collect and save a customer’s credit card details during an initial call or meeting, enabling you to quickly process payments later for any services rendered without needing to request payment information again.
How To Use This Feature:
Access the “Contacts” Tab from the left navigation menu and click on Smart list from the upper navigation menu, in the contact detail page click on the payments icon from the top right corner and click on Actions > Add Card on File.
Add the Card Details and click on Add Card Button.
Conclusion:
This feature enhances your ability to manage payments efficiently, saving time and ensuring smoother transactions within the CRM.
Marketing Tools | Training | Techniques
Here are some of the most recent updates we thought would be helpful to take note of
Save Credit Card on File
Feature Name: Save Credit Card on File
The new "Save Credit Card on File" feature allows you to securely store customer credit card details within the CRM for future transactions, streamlining payment processes and improving client management.
Easily save and access customer payment information directly from their account.
Quickly charge stored cards for future transactions or invoices without needing to re-enter details.
Simplifies payment processes, especially for businesses that require pre-authorization or future billing.
Your business can now easily collect and save a customer’s credit card details during an initial call or meeting, enabling you to quickly process payments later for any services rendered without needing to request payment information again.
How To Use This Feature:
Access the “Contacts” Tab from the left navigation menu and click on Smart list from the upper navigation menu, in the contact detail page click on the payments icon from the top right corner and click on Actions > Add Card on File.
Add the Card Details and click on Add Card Button.
Conclusion:
This feature enhances your ability to manage payments efficiently, saving time and ensuring smoother transactions within the CRM.
Marketing Tools | Training | Techniques
Here are some of the most recent updates we thought would be helpful to take note of
Save Credit Card on File
Feature Name: Save Credit Card on File
The new "Save Credit Card on File" feature allows you to securely store customer credit card details within the CRM for future transactions, streamlining payment processes and improving client management.
Easily save and access customer payment information directly from their account.
Quickly charge stored cards for future transactions or invoices without needing to re-enter details.
Simplifies payment processes, especially for businesses that require pre-authorization or future billing.
Your business can now easily collect and save a customer’s credit card details during an initial call or meeting, enabling you to quickly process payments later for any services rendered without needing to request payment information again.
How To Use This Feature:
Access the “Contacts” Tab from the left navigation menu and click on Smart list from the upper navigation menu, in the contact detail page click on the payments icon from the top right corner and click on Actions > Add Card on File.
Add the Card Details and click on Add Card Button.
Conclusion:
This feature enhances your ability to manage payments efficiently, saving time and ensuring smoother transactions within the CRM.
