Open your browser and go to the RocketCRM web portal for your company.
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Enter your login credentials (username and password) to access the dashboard.
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Once logged in, locate the Settings section on the left side of the portal.
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Scroll to the bottom of the sidebar to find the Settings section.
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Click on Settings to expand the options.
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Scroll down the left-side menu until you see Integrations. Click on it to proceed.
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In the Integrations section, locate the Stripe icon (or any other payment system option you want to use).
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Click on the Stripe icon, and you will be prompted with the option to proceed with the integration.
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After selecting the payment system (e.g., Stripe), click the Continue button.
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Follow the on-screen prompts to complete the payment system setup and integration process.
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Follow any additional steps prompted by the system to finalize the integration (such as authentication, API key entry, etc.).
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After completing the setup, verify that the payment system is successfully integrated and functional.
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Ensure that payment transactions are properly processed and appear within your RocketCRM system.
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Test the payment system with a small transaction to confirm the integration works as expected.