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  2. CRM Feature Tour

CRM Feature Tour

Branding

  • SSL for Custom Domains
  • Site CSS
  • Logos & Domains
  • Calendar Colors

Chat

  • Chat Permissions
  • Chat Logs

Documents

  • Document Management
  • Document Labels

Email

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

E-Signature

  • E-Signature FAQ
  • Mapping Recordsets
  • Enabling Attachment Uploads In E-Signature Apps
  • Unlocking PDF Files
  • Secure E-Signature Applications
  • PDF Mappings
See all 14 articles

Helpdesk

  • Helpdesk Access for Merchants
  • Manage Helpdesk Ticket Types

Home Page

  • Upload Media
  • Slideshows Statistics
  • Slideshows & Pop-Ups
  • Lead Dashboards
  • Home Tabs
  • Custom Tables
See all 7 articles

Integrations

  • Westamerica Bank Application Uploads
  • Clearent Integration Guide
  • Conformance Technology Integration

Leads

  • Campaigns
  • Lead Sources
  • Lead Tabs
  • Manage Lead Fields
  • Pricing Templates
  • Proposal Generator Templates
See all 8 articles

Logs

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

Merchants

  • Add Merchant
  • Hiding and Disabling Statements for Merchant Users
  • Merchant Importer
  • Merchant Management
  • Merchant User Metrics
  • My Merchants
See all 10 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

  • Processor Tabs
  • Processor Settings
  • Memo Tracker Keywords
  • Contact Numbers
  • Batch Health
  • Account Status Tab
See all 7 articles

Residuals

  • Calculated Columns
  • Importing Residuals
  • Line Items
  • PASO Features
  • PASO Residuals Templates
  • Paying Residuals By ACH
See all 8 articles

TurboApp

  • Boarding APIs
  • Default Values
  • Field Mappings
  • First Data Grids
  • Sales IDs

Users & Groups

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