Getting Started User Guides
Integration Guides
- Preparing Your CRM Import
- Zapier Integration
- Paysafe Integration Guide
- Fiserv First Data FDFG Integration Setup Guide
- Authorize.Net Boarding Integration Guide
- Enabling Authorize.Net For Credit Card Payments
Communication Tools
- Introduction to the Dialer
- Dialer Call History
- Dialer Contacts List
- Dialer Group Settings
- Dialer Waiting Queue
- Continuous Autodialing With Outbound Call Queues
Leads
- Creating Invoices
- Lead Attachments
- Lead Payments
- Gmail & Outlook Sync Email Integration Guide
- Using The Gmail Extension
- Submitting Leads for Fundomate Funding
TurboApp
- Boarding TSYS ELAPP Accounts With TurboApp
- Boarding First Data Omaha Retail Accounts with TurboApp
- Boarding First Data Omaha Wholesale Accounts with TurboApp
- Boarding First Data North Accounts with TurboApp
- First Data Grids in TurboApp
- Boarding iPayment Accounts with TurboApp
Merchants & Processors
- How to Add a Merchant
- Automatic Merchant Deactivation Rules
- Deposit Exceptions
- Dispute Reporting
- First Data 1099K Forms
- How To Deactivate Merchants
Residuals
- How to Update Mapping for Residual Reports
- Merchant Residuals Profitability
- Residuals Analytics
- Setting Up Residual Group Splits
- Setting Up Residual Manager Global Splits
- Setting Up User Splits Gross vs Net