PointWake CRM Training Video
Use Text-to-Pay
Send a supported payment request through a customer conversation after payments and messaging have been configured.
Use Text-to-Pay . 0:46 . Intermediate . Payments . Source: How to Use Text-to-Pay (LeadConnector)
About this video
Use Text-to-Pay is a 0:46 walkthrough in the PointWake CRM training library. Send a supported payment request through a customer conversation after payments and messaging have been configured. 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 intermediate level. It helps to have your account basics in place before you 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 ask about crm payments 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 use text-to-pay lives inside PointWake CRM and what it controls
- Send a supported payment request through a customer conversation after payments and messaging have been configured
- 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