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LOGIN PAGE
Username Password Forgot Password Reset IP Address Identification Login Sessions Report
SYSTEM ADMIN TOOLS
Enable Leasing Features Enable Upfront Bonus Enable Bank Partner Users Enable 5-Level Residual % Admin Contact Info Admin Company Profile Site Color Scheme Database Backup User Access Rights Login Sessions Email Notifications Import Database Edit Referral Form Banks/Processors Vendor PDF Contracts Manage Online App Rates/Fees Categories Merchant Rates/Fees Merchant Types Type of Ownership GETI Check Options Edit Merchant App Equip Types Equip Manufacturers Equip Platforms Equip Programming Equip Communications Equip Vendors Equip Manager Edit Equip Costs Lease Vendors Lease Factors/Splits Starter Supplies Shipping Options
ONLINE APP BUTTONS
Submit User App View Merchant App Submit New Referral Search Apps
MY OFFICE TOOLS
Sales Statistics News Articles Address Book Birthday List Export Mailing List Search Tools
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EVENTS SCHEDULING
This Week This Month Todays Schedule Tasks/Reminders Appointments Events Holidays
EMAIL SYSTEM
Compose Email Emails Received Emails Sent Emails Deleted
RECRUITING LEADS
Edit recruiting Form Recruiting Form
RECRUITING STATUS
Inquiries Received Making Contact Very Interested Negotiating Not Interested
LEADS MANAGER
Main Leads Section Lead List Names Edit Lead Statuses Add New Lead Available Leads Import Lead List Telemarketers Lead Search
LEADS BY STATUS
New Leads New Referrals Working Leads Leads Contacted Qualified/Hot Leads Leads Sold/Pending Dead Leads
REMINDERS/APPTS
Reminders/Tasks Appointments
PRE-BOARDING
Agent Entered Apps Merch Entered Apps Referrals Submitted Referrals Assigned Incomplete Apps Apps On Hold
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UNDERWRITING
Signatures Received Being Reviewed Pending/On-Hold Sent To Bank Declined
LEASES
Lease Submitted Lease Decision Lease Verified
IMPLEMENTATION
Approved Ordered Shipped Reprogrammed Install Appointments Installed
RELATIONSHIP MGMT
Live Merchants Payroll Approved Canceled Support Search Apps
PROFITS/COSTS
Rates/Fees Lease Factors Upfront Bonuses Equipment Costs Starter Supplies Shipping Costs
RESIDUAL REPORTS
View Residuals Add Vendors Import Reports Edit Reports Customize Fields
STATUS SECTION LINKS
Summary Edit App Change Status View Docs App Details View Rates View Invoice View Notes Trouble Tickets
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CREATE USER ACCOUNT
Setup User Account
ACTIVE USER ACCTS
My Account Administrative Technology Customer Service Underwriting Sales Office Sales Manager Sales Rep Inhouse Sales Rep Referral Partner Referral Agent Trade Assoc Partner Telemarketers Incomplete Users Inactive Users
BANK PARTNER USERS
Bank Administrator Bank Executive Branch Admin Branch Manager Bank Officer
TROUBLE TICKETS
My Open Tickets My Closed Tickets My Pending Tickets Create Ticket Trouble Ticket Options
KNOWLEDGEBASE
View Articles Edit Categories Add Articles Edit Articles
EQUIPMENT SUPPORT
View Articles Edit Categories Add Articles Edit Articles
DOCUMENT CENTER
View Categories Edit Categories Add/Edit Docs
NEWS
View News Articles Add New Article
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