New Feature: CRM Help

Featured Functionality

Getting help in your favorite Merchant Services CRM has just gotten easier!

 

We’re pleased to announce the release of a new feature that provides users with contextual help based on the page they’re viewing.

 

To bring up help resources on any page, simply click on the Help link in the dropdown below your username:

 

 

 

 

You will now see pointers that explain how specific sections of the page work.

Here is an example of the help pointers displayed on the Home Page:

 

 

Below are a few more examples of the help pointers on other CRM pages.

 

My Leads Page

 

 

Calendar Page

 

 

Helpdesk Page

 

 

Power Dialer Settings Page

 

 

We hope you find the new feature helpful (no pun intended :-)).

 

Stay tuned for more updates coming soon!

 

 


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