Getting Started User Guides
Lead & Merchant Custom Properties
- Custom Properties - Overview
- Custom Properties - Auto-Assign Users
- Custom Properties - Autofill Lead Fields
- Custom Properties - Show or Hide Lead Fields & Tabs
- Custom Properties - Nesting
- Custom Properties - Permissions
Web Forms
- Web Forms - Public Form Sharing
- Web Forms - Save Progress
- Web Forms - Generate embed web form script (API)
- Web Forms - Conditional Logic
- Web Forms - Branding
- Web Forms - Confirmation Pages
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
Helpdesk
- Helpdesk Ticket Filters & Saved Views
- Merge Helpdesk Tickets
- Helpdesk Ticket Importer
- Manage Helpdesk Ticket Settings (v2)
- Ticket SLAs (v1)
- TSYS - Update Merchant Status (Auto)
Integration Guides
- Enabling NMI Gateway for Credit Card Payments
- Repay Boarding Integration Guide
- Create a Lead Zap
- Create a Helpdesk Ticket Zap
- Manage North Hierarchy
- ScanX (Agreement Express) Integration Guide
Leads
- Import Lead Custom Properties
- Import Lead Recordsets
- Lead Field Thresholds (Beta)
- Lead Section Tab (Beta)
- Send Mass Emails And SMS Messages (v2)
- Linking Leads To Merchant Accounts (v2)
Merchants & Processors
- Risk Alerts
- Risk Reporting
- View First Data North Real Time Authorizations in Open Batches
- View and Export Merchant Account Information
- Vantiv Residuals File Number Formatting
- Sending Merchant Welcome Letters
Phone System Dialer
- Continuous Autodialing With Outbound Call Queues (v2)
- Prohibited SMS Content
- SMS Templates
- SMS Forwarding
- Sending & Receiving SMS/MMS Messages
- Porting Phone Numbers
Residuals
- Residuals Visibility (Beta)
- Residuals Analytics (v2)
- Viewing Residuals Reports (v2)
- Alternative Residual Templates
- Viewing Residuals Reports (v1)
- Using Special Columns