Processing Volume Added — Current Week
$0
Merchants Signed
0
Pipeline by Lead SourceView merchants →
Top PerformersAll →
Representatives
+ Add Rep
| Name | Vol MTD | Door Knock | Appointment | Referral | Status | Text | Actions |
|---|
Text Reminder Schedule
Set a reminder time for each day. You'll get a notification to text your reps. Tap the Text button on each rep to open Messages with their message pre-filled.
Set the default message sent when texting reps
Send Google Meet Invites
Select reps above using the checkboxes, fill in the details below, then tap Send. Each rep opens as a pre-written email in your mail app — one tap to send each one.
0 reps selected
Total Merchants
—
—new this month
Est. Processing Volume
—
↑ open oppscombined
All Merchants
+ Add Merchant
| Business / Contact | Business Type | Source | Assigned Rep | Est. Monthly Processing Vol | Date Added | Notes | Actions |
|---|
Import New Hires from BambooHR
CSV must include Name, Email, and Hire Date columns
New Hires This Week
—
weekly total
Paperwork Completed
—
—of hires
Attended Training
—
—of hires
All Hires — Current Week
+ Add Hire
| Name | Phone | Date Added | Attended Training | Paperwork Done | Notes | Actions |
|---|
Text Reminder Schedule
Set a reminder time for each day. You'll get a notification to text your reps. Tap the Text button on each rep to open Messages with their message pre-filled.
Set the default message sent when texting reps