Your CRM enables you to accept credit card payments right from the lead.
You can begin to process payments quickly and securely through our payments form that looks like this:
To enable credit card payments, follow these easy steps:
1. Sign into Authorize.Net, open the Account tab, and click API Credentials & Keys:
2. On the page which opens, note your API Login ID. If you wish to use your existing Transaction Key skip to Step 4.
Alternatively, generate a new Transaction Key by entering your secret answer and hitting the Submit button:
3. On the next screen, copy your new Transaction Key:
4. Open your CRM, navigate to Manage > Administration > Payments > Credit Card Profiles, enter your Transaction Key and the API Login ID, and hit Enable:
If the activation is successful, you will see a confirmation message and you can then start adding new credit card profiles or submitting credit card transactions directly from your leads.
Sign up for a free CRM account — it’s free forever and good for up to two users. When you’re ready, scale up to the Plus account (per month, per user charges) or an unlimited users CRM account for a simple flat fee.
Whatever you choose, you get a single platform that performs many vital functions for you without having to log in and out of multiple systems.