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How To Create a Payment Plan
In this video you will be shown how to create your own payment plans into your DenGro account. This will then allow you to nurture leads that are interested in your payment plan along with being able to log on each lead profile whether they are a plan, private or NHS customer.
“To create a payment plan you will require a manager role. Hover over the cog icon in the top right hand corner and select ‘payment plans’. Here you can view any current payment plans you have created in DenGro as well as create a new plan. To do this click ‘create a payment plan’ and fill in the details. Give the plan a name. A price. And how frequently this will be paid. Once this is completed click ‘create’ and you have successfully created a plan inside of DenGro. You can now assign payment plans to leads as well as include this specific detail on your lead export.”