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
Integration Guides
- Fundomate Integration
- Preparing Your CRM Import
- List TSYS Terminals In Merchant Profile
- Merchant Data Sharing
- Priority Payments MX Connect Reporting Integration
- TSYS Wholesale Boarding API Usage
Phone System Dialer
- Introduction to the Dialer
- Dialer Waiting Queue
- Dialer Call History
- Dialer Voicemail
- Dialer Contacts List
- Voicemail Drops
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 Assistance Manager
- Dispute Reporting
- First Data 1099K Forms
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