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
Helpdesk
- TSYS - Update Merchant Status (Auto)
- TSYS - Update Equipment Status (Auto)
- TSYS - Copy Equipment (Auto)
- TSYS - Update Equipment (Auto)
- TSYS - Add Equipment (Auto)
- TSYS - Update Pricing (Auto)
Integration Guides
- Preparing Your CRM Import
- Fundomate Integration
- Lead Data Sharing
- Maverick Payments Reporting Integration
- Aurora Reporting Integration
- Worldpay Vantiv Integration Guide
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
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
Phone System Dialer
- Prohibited SMS Content
- SMS Templates
- SMS Forwarding
- Sending & Receiving SMS/MMS Messages
- Porting Phone Numbers
- Dialer Phone Numbers
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