PulsePoint / MSPWare

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

Sales user access and application process overview

Watch a video that covers the Canadian application process

A complete walk-thru of the PulsePoint application process

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

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

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

Here are the shortcuts to copy an application

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

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

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

How to navigate and read your commission report

how to update lead form details on an existing lead

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

How to locate leads via search and filter tools

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

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

How to upload, view or remove documents to a lead

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

track opportunities and convert sales to customers

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