Merchant sales
Get each enquiry to the right rep.
Capture merchant enquiries through forms, booking pages and tracked links. Keep the source and contact preferences, check for duplicates and assign the follow-up.
What it handles
Bring forms, booking pages, trigger links and inbound lead sources directly into the sales process.
Sales capability
What Lead capture covers
Bring forms, booking pages, trigger links and inbound lead sources directly into the sales process.
01
Embeddable enquiry and lead-capture forms
02
Booking pages and tracked trigger links
03
Inbound source and campaign attribution
04
Automatic routing, deduplication and follow-up
Workflow notes
Lead capture in practice
An enquiry arrives through a rate-review form while another books a meeting. Both need enough information to reach the right person with the original source recorded.
What to prepare
Prepare required form fields, source labels, routing rules and the contact preferences collected with an enquiry.
Review the workflow
- Submit sample form and booking examples in the agreed test environment.
- Check deduplication and ownership when the same merchant contacts you twice.
- Confirm that the lead source and first follow-up remain attached to the sales record.
How much information should a first enquiry collect?
Collect what is needed to understand and route the enquiry. More detailed application information can be gathered in the appropriate onboarding stage, with clear explanations of why it is needed.
Related tools for your team
- Merchant onboarding — Coordinate applications, documents, checks, acquirer requirements and progress without losing ownership.
- Statement auditing — Extract rates, fees, volumes and anomalies from processing statements for commercial and risk review.
- Implementation guide — plan your data move, setup and testing.
- Payments glossary — understand the terms used in merchant services.
Before you set it up
Record the source and permitted contact channels when the enquiry arrives, then assign the first response.
Continue through Sales
Related capabilities
Show us how your team sells.
Bring your sales stages and a typical merchant enquiry. We will show how to handle the lead, follow up, prepare a proposal and pass the agreed deal to onboarding.