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.

  1. Go to Leads section
  2. Use 3 vertical dots menu to go to Lead Detail page.
  3. Hit button 'Edit Info' in right rail.
  4. 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.

  1. Go to Leads section
  2. Use 3 vertical dots menu to go to Lead Detail page.
  3. Hit button 'Edit Info' in right rail.
  4. 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.
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