Call Center in Operate

To send an Application or Checkout link to a consumer's device (or to an in-store consumer using a merchant device), from the main menu of the Operate for Merchant portal, select the Call Center tab.

The following video shows how to send an Application or Checkout link. (Or see the sections below).

Creating an Application Link

To create a new Application link:

1. Provide the consumer information in the following fields:

2. Click Next.
3. Click Send Application Link.

Creating a Checkout Link

1. Provide the consumer information in the following fields:

2. Click Next.
3. Click Continue to Checkout.
4. Under CART DETAILS, add items to the cart (and warranties if applicable) by completing the fields and clicking Add to Cart.
   Each item should have a name, SKU, quantity, and price.
   After items are added to the cart, an ORDER SUMMARY displays in the right pane.
5. In CART PROPERTIES, apply an Order ID (optional), tax, shipping and discount information if applicable.
6. Click Send Checkout Link.

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Don't Have Access To Operate?

Contact us to set up your account, and receive a detailed walkthrough on how to use the in-store and call center capabilities.