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
- Fiserv Reporting For Payment Facilitators
- CardConnect CoPilot Integration
- Esquire Bank Document Compliance Automation for ISOs
- Merchant Reporting Through SAM by Netevia for SignaPay ISOs
Phone System Dialer
- Introduction to the Dialer
- Dialer Waiting Queue
- Dialer Call History
- Dialer Voicemail
- Dialer Contacts List
- Voicemail Drops
Leads
- New Lead Duplicate Checker
- Time Zone Autofill Field
- Configuring Read-Only Fields for Leads
- Threaded Statuses for Email Sequence Automation
- Copying and Duplicating a Lead
- Invoicing
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
- Dispute Responder
- First Data 1099K Forms
Residuals
- Add Merchant Data from Residual Import for Non-Integrated Processors
- How to Update Mapping for Residual Reports
- Merchant Residuals Profitability
- Residuals Analytics
- Residuals Verifier
- Setting Up Residual Group Splits