Payment Acceptance Portal
With Payment Acceptance Portal, users can accept payments directly through TigerLRM using an integrated Stripe portal. This secure payment method allows TigerLRM users to send their customer a one-time unique and secure link. As soon as the customer makes the payment, the TigerLRM user will be alerted. All this activity will be automatically logged into TigerLRM, so users can see their entire payment history per customer.
Not setup as a merchant? No problem. Payment Acceptance Portal has a merchant onboarding module where you can apply to become a merchant on Stripe’s payment platform, and begin accepting credit card payments within minutes.
How to assign a user to become a sales enablement professional in your TigerLRM Dashboard.
To assign a sales enablement user, simply go to Administrator > User Management > Edit User.
Once you are on the user's information, you can select if you want them to be "Non-Admin," "Admin," or part of the "Enablement Team." Save this information, and your desired user will have the right access.
You can access your Dashboard here.