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  1. IRIS CRM Knowledge Base
  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

Support

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

Documents

  • Viewing The Documents Page
  • Previewing PDF & Image Files

PCI Compliance

  • Viewing a Merchant's PCI Status

Proposal Generator

  • Creating Merchant Pricing Comparisons in the Proposal Generator

Reporting

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

E-Signature

  • Sending Agreements for E-Signature
  • Mapping PDFs for E-Signature
  • Setting E-Sign Application Fields to Read Only or Required

Integration Guides

  • Fundomate Integration
  • Preparing Your CRM Import
  • Direct Boarding To USAePay Gateway
  • Direct Boarding To NMI Gateway
  • Add Equipment and View Existing Equipment for TSYS Merchants
  • Merchant Data Sharing
See all 36 articles

API

  • Open API

Phone System Dialer

  • Introduction to the Dialer
  • Dialer Waiting Queue
  • Dialer Call History
  • Dialer Voicemail
  • Dialer Contacts List
  • Voicemail Drops
See all 21 articles

Live Chat

  • Tech Hub
  • CRM Chat
  • CRM Chat Moderation

Domain & Email Setup

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

Leads

  • Invoicing
  • Lead Attachments
  • Lead Payments
  • Gmail & Outlook Sync Email Integration Guide
  • Using The Gmail Extension
  • Submitting Leads for Fundomate Funding
See all 36 articles

Calendar

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

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
See all 10 articles

Merchants & Processors

  • How to Add a Merchant
  • Automatic Merchant Deactivation Rules
  • Deposit Exceptions
  • Dispute Reporting
  • Dispute Responder
  • First Data 1099K Forms
See all 13 articles

Residuals

  • Add Merchant Data from Residual Import for Non-Integrated Processors
  • How to Update Mapping for Residual Reports
  • Merchant Residuals Profitability
  • Residuals Analytics
  • Setting Up Residual Group Splits
  • Setting Up Residual Manager Global Splits
See all 11 articles

Helpdesk

  • Adding Images in Helpdesk Tickets
  • Creating And Updating Helpdesk Tickets
  • Helpdesk Ticket Status Definitions
  • Ticket SLAs
  • TSYS Merchant Real-Time Maintenance

User Access

  • Sending New User Invitations
  • Create a User
  • User Settings and Notifications
  • Changing Usernames

Site Administration

  • Configuring Your Site for Agent Recruiting
  • The Administration Page
  • Using the "Who Is Online Activity" Page
IRIS CRM Knowledge Base