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  1. IRIS CRM
  2. Getting Started User Guides

Getting Started User Guides

Getting Started For New Users

  • Mobile App
  • Signing In
  • Getting Started Guide for Sales Reps
  • Getting Started Guide for Sales Managers
  • Getting Started Guide for Operations/Support
  • Getting Started Guide for Administrators
See all 7 articles

API

  • Open API

Calendar

  • Calendar Text Box
  • Calendar Integration Guide
  • Calendar Events (Appointments & Tasks)

Documents

  • Previewing PDF & Image Files
  • Viewing The Documents Page

Domain & Email Setup

  • Using a Custom Sub-Domain
  • Adding Your Logo
  • Email Domain Checker
  • Adding SPF, DKIM & DMARC Records to Help Emails Get to Recipients
  • Adding Images to Email Templates

E-Signature

  • Setting E-Sign Application Fields to Read-Only or Required
  • PDF Mappings
  • Sending Agreements for E-Signature
  • Combine PDF Documents for Streamlined E-Signature
  • E-Signature Conflicting Info

Helpdesk

  • TSYS - Funding Delay (Auto)
  • TSYS - Manage Demographics (Auto)
  • TSYS - Update DDA (Auto)
  • TSYS - Update Daily Fee Indicator (Auto)
  • TSYS Merchant Real-Time Maintenance
  • Ticket SLAs
See all 10 articles

Integration Guides

  • Preparing Your CRM Import
  • Fundomate Integration
  • Lead Data Sharing
  • Maverick Payments Reporting Integration
  • Aurora Reporting Integration
  • Worldpay Vantiv Integration Guide
See all 42 articles

Leads

  • Enable Multiple Signers on the Web Form
  • Create a Web Form
  • Advanced Reports
  • Google Maps Integration
  • Creating a Copy Button on Your Lead Form
  • Lead Record Sets
See all 44 articles

Live Chat

  • CRM Chat Moderation
  • CRM Chat
  • Tech Hub

Merchants & Processors

  • How To Add A Merchant
  • View First Data North Real Time Authorizations in Open Batches
  • View and Export Merchant Account Information
  • Vantiv Residuals File Number Formatting
  • Submitting Merchants for Fundomate Funding
  • Sending Merchant Welcome Letters
See all 13 articles

PCI Compliance

  • Viewing a Merchant's PCI Status

Phone System Dialer

  • SMS Templates
  • SMS Forwarding
  • Sending & Receiving SMS/MMS Messages
  • Porting Phone Numbers
  • Dialer Phone Numbers
  • Dialer Metrics
See all 21 articles

Proposal Generator

  • Creating Merchant Pricing Comparisons in the Proposal Generator

Reporting

  • Sales Metrics
  • Portfolio Activity
  • SMS Metrics
  • Email Metrics
  • The Scoop
  • Fundomate Deals Reporting

Residuals

  • Alternative Residual Templates
  • Viewing Residuals Reports
  • Using Special Columns
  • Importing Residuals
  • Supported Residuals Report Mappings By Processor
  • Setting Up User Splits Gross vs Net
See all 13 articles

Site Administration

  • Using The "Who Is Online Activity" Page
  • The Administration Page
  • Configuring Your Site For Agent Recruiting

Support

  • Using "View As" To Sign In As Another User
  • System Status
  • Use LiveChat To Get And Provide Support

TurboApp

  • Uploading Files In TurboApp
  • Default Values
  • Boarding Worldpay Vantiv Accounts With TurboApp
  • Boarding Priority Payments Accounts with TurboApp
  • Boarding Paysafe Accounts with TurboApp
  • First Data Grids
See all 10 articles

User Access

  • Sending New User Invitations
  • Changing Usernames
  • User Settings and Notifications
  • Create a User
  • Enable Multi-Factor Authentication (MFA) User Requirement with SMS
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