To get a credit card associated with a Lead you can do it one of two ways..
Manually add it.
Good for if the person is present or you have them on the phone.
- Go to Leads section
- Use 3 vertical dots menu to go to Lead Detail page.
- Hit button 'Edit Info' in right rail.
- Hit button 'Add New Credit Card' in right rail. From this page you can add the card.
Email them a link to add it themselves.
Good for if the person is present or you have them on the phone.
- Go to Leads section
- Use 3 vertical dots menu to go to Lead Detail page.
- Hit button 'Edit Info' in right rail.
- Hit button 'Request New Credit Card' in right rail. This will email them a secure link where they can input the card. You will be emailed when they have done this.