PulsePoint / MSPWare

Walk-thru tutorials and information for sales users and for the application process 

Sales user access and application process overview

Creating an application template

Watch a video that covers the Canadian application process

Canada Application Process overview

A complete walk-thru of the PulsePoint application process

Application process overview

Esign process overview

In this article you will find a video walk-through of the multiple party electronic signature feature in PulsePoint

Multiple party esignature

This video will show you how to create a pdf copy so you can have for your own records or to get a wet ink signature

How to create an application PDF

The application form is hidden when submitted, however, this is how you can view the data that was on the form when it was submitted

Application "Data View", how to view form data post-submission

Here are the shortcuts to copy an application

How to easily duplicate/copy an existing application

Send an electronic form to potential customers to fill out personal information as owners or officers, and primary business information.

Partial Application Tool

This guide explains what you can and cannot do with application signing groups depending on their status: before signing, out for signature, or after signing.

Application Groups

This guide explains how customers and signers will experience the Partial Application process when One-Step Signatures is enabled. It is designed for training sessions, onboarding, and customer education.

Creating and Processing Partial Applications with One‑Step Signatures

learn the ins and outs of building an application to submit to Elavon

Application boarding

Where to find information about onboarded merchants. Demographics, batch data, volume and transaction figures, and more...

Merchants Tab Overview

Merchants Tab

How to navigate and read your commission report

Commission Reporting

how to update lead form details on an existing lead

Update Lead Form Details

if your company posts commission reporting, here's how it works

How to Add a new lead

How to locate leads via search and filter tools

Finding Leads

Lead card list view and opening a card to access more information and tools.

Lead Card Overview

There are a few ways to update the lead's status, notes, and follow up date. This article will show you those ways.

Update Lead Status, make notes and set follow up date

How to upload, view or remove documents to a lead

Lead documents add/view/delete

How to retroactively update the lead source and lead contact assigned to a lead

Update Existing Lead's lead source and lead contact

track opportunities and convert sales to customers

Lead Tracking 

View documents uploaded to your company's library and create your own list of favorite items

Library tab overview

documents and links to marketing materials, forms and more

Library

Find answers and get help from Intercom Support and Community Experts

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