Submitting Statements
This account is not enabled for analysis or proposals, with automatic profitability and residuals calculation.
Please log out and sign up to a paid plan to enroll in this capability, or contact us.
Merchants can submit statements on your lead funnel, or within their own accounts.
When they do so, you will see their summary analysis, including the effective rate, on your Leads page.
Inviting merchants to join your team
Simply go to the Teams menu on the left, and from there click on Add Member.
By default, if you send the link, it will be for your merchants – to help you with lead nurturing or retention.
If you wish to invite another colleague/Pro user to your account, enter their email, select Pro from the drop-down, and press Send.
Removing someone from your team
Click on Teams, and in the list shown find the Remove button.
Removing a user lets you reuse that seat for another Pro user or Merchant.
The previous user loses access to the system.