Getting Started User Guides
Integration Guides
- Preparing Your CRM Import
- Zapier Integration
- Paysafe Integration Guide
- First Data CEMV To FDFG Transition For AccessOne Reporting
- 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 Inbound Call Queue
- Local Presence
Leads
- Lead Attachments
- Lead Payments
- Gmail & Outlook Sync Email Integration Guide
- Using The Gmail Extension
- Submitting Leads for Fundomate Funding
- Dupe Checker
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
- Boarding Priority Payments Accounts with TurboApp
Merchants & Processors
- How to Add a Merchant
- Deposit Exceptions
- Dispute Reporting
- How To Deactivate Merchants
- Merchant Tracker and Stopped Processing Notifications
- Sending Merchant Welcome Letters
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)