Michael Lindsey
Articles
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Advance Settings: Workflow
Location: Advances tab > Advance Settings This article assumes that you have already set up your Advance Statuses. For information regarding creating or customizing Advance Statuses, please see ou...
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Advance Settings: Pipelines
Location: Advances tab > Advance Settings for Pipelines Pipelines are lists of Advances displayed on the front page of the Advances tab, sorted based on the Advance Status. Creating a new Pipeli...
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Advance Settings: Advance Statuses
Location: Advances tab > Advance Settings Advance Statuses In this article we will be creating custom Advance Statuses, mapping Advance Statuses to the Contact Statuses from your Business Loans ...
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Business Loans Workflow
Effective Date: 3/2/2018 In the image below, you will find an example of a basic "out of the box" Business Loans Workflow. This Workflow should work well for your company, with minimal changes or ...
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How to create a Webhook to Post into Bluerock Campaigns
This article was developed to describe the steps to follow to create a Webhook to post into Bluerock campaigns in the CRM. Step 1 Create A Webhook Go to the Contacts tab, and select "Webhooks" fro...
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Ytel
Integration Details Click 2 Call Incoming call screen pop-up Ability to post CRM contacts into dialer campaigns using WebHooks Call Dispositions Integrating Ytel with Centrex Software Be...
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ACH Return Rates
This article was developed to describe ACH Return Rates. NACHA operating rules include a set of thresholds for ACH Network return rates. These thresholds are outlined in the NACHA’s “ACH Network ...
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Authorize.net
Authorize.net is a payment gateway that links Centrex to merchant processors. Integration Details: Authorize.net can link up with nearly 90% of all merchant processors. Accepts both Credit C...
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Password Requirements
When creating a new password, use the following standards: Passwords should be no less than 8 and no more than 20 characters long Include 1 uppercase and 1 lowercase letter Contain 1 number a...
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FAQ - Software Admin Settings
I am the Super Admin of my CRM, why am I unable to view contacts assigned to other Users? Your "Shared User Data" is likely not enabled. Navigate to the Admin tab and click the arrow next to y...