A payment link from the lead
A manager creates a link in the lead card – the customer opens a page with the payment details and picks their bank. The amount and recipient come from the lead.
A manager creates a link in the lead card – the customer opens a page with the payment details and picks their bank. The amount and recipient come from the lead.
The widget reads statements of the connected accounts and finds the lead by the amount and payment purpose. A payment note appears in the lead, and the stage moves on.
Accounts are assigned to recipients – each lead is paid to the right company, and a hidden account is never shown to the customer.
The payment link is sent by a bot to the customer's messenger or created at a pipeline stage without a manager.