Administration & Configuration

Email

• Managing Visitor Tracking Sites
• Manage Email Validation
• Email Templates
• Email History
• Email Binding Configuration

Home Page

• Upload Media
• Slideshows & Pop-Ups
• Lead Dashboards
• Home Tabs
• Custom Tables
• Articulate E-Learning Integration

Integrations

• Merrick Bank Application Uploads
• NMI Gateway Reporting
• Westamerica Bank Application Uploads
• Clearent (now Xplor Pay) Integration Guide
• Conformance Technology Integration

Leads

• Lead Status Management v2
• Campaigns
• Lead Sources
• Manage Lead Fields and Tabs
• Pricing Templates
• Status Triggers

Logs

• Background Exports
• Security Export Alerts
• Secure Fields
• Merchant Status Changes
• How to Restore Deleted Leads
• Export Logs

Merchants

• Merchant Insight Tiles
• Manage Merchant Settings
• Merchant Details
• Add Merchant
• Hiding and Disabling Statements for Merchant Users
• Merchant Importer

See all 11 articles

Payments

• Paya ACH History
• Paya ACH Profiles
• Credit Card Profiles
• Invoice Templates
• Invoices Widget

POST API

• Uploading Files With POST API
• Manage POST Token URLs
• Manage Incoming POST Leads
• Manage Incoming POST Data

Processors

• TSYS Reserve Funding Integration
• Processor Tabs
• Processor Settings
• Memo Tracker Keywords
• Contact Numbers
• Batch Health

See all 8 articles

TurboApp

• TSYS FSP One-Click & Auto Boarding
• Boarding NMI Gateway Accounts in TurboApp
• Boarding APIs
• Default Values
• Field Mappings
• First Data Grids

See all 7 articles

Users & Groups

• Using Groups to Segment Access to Leads, Merchants, and More
• Setup Wizard
• Manage User Accounts (v2)
• Setting Up SSO
• CRM Billing
• Controlling Access with User Class Permissions