PointWake CRM Training Video
Payments Overview
Review the platform's central payments area and the tools available for collecting and tracking customer payments.
Payments Overview . 3:36 . Beginner . Payments . Source: Payments Overview (LeadConnector)
About this video
Payments Overview is a 3:36 walkthrough in the PointWake CRM training library. Review the platform's central payments area and the tools available for collecting and tracking customer payments. We keep it on its own page so you can watch it start to finish without hunting through a long list of other lessons.
Getting paid faster is usually the quickest win in a service business. This walkthrough shows how PointWake CRM sends the request and records the payment. It is filed under Payments at a beginner level. No prior setup knowledge is needed to follow along. Watch it once to see the full path, then open your own PointWake CRM account and repeat the steps on a real record so the setup sticks.
This recording is produced and hosted by LeadConnector, the platform infrastructure behind PointWake CRM. PointWake did not produce the video. We curate the sequence, add the setup context around it and support the work inside your own account. If you would rather not build it yourself, PointWake can configure this part of your account, connect it to the rest of your follow-up and hand it over working. Use the link to explore pointwake crm below to see how that piece fits the wider system, or head back to the full video library for the next lesson in the track.
What you will learn
- Where payments overview lives inside PointWake CRM and what it controls
- Review the platform's central payments area and the tools available for collecting and tracking customer payments
- How this step connects to the rest of your lead follow-up so nothing is handled twice
- What to check afterwards before you rely on it with real customers