VizyPay 1.1.04

VizyPay CRM app is tailored to support VizyPay Account Managers with lead tracking, merchant accounts, financial information, and more. The app seamlessly connects with your CRM profile giving you convenient access to your account details while on the move.

Exclusively available to internal VizyPay Account Managers, this app features a dashboard that aids in organizing work by keeping track of merchant messages and displaying your calendar with upcoming events linked to leads for quick access.

The Lead Genius functionality allows you to efficiently manage your leads through an integrated map, filter, and view system. Categorize your leads based on Review, Contacted, Won, and Loss statuses while easily accessing lead information via the map or leads list.

Within the Merchant section, you can view all merchant accounts including active, inactive, and closed ones. Detailed reports on merchants linked to your account are readily available for review.

In the Finance section, you can monitor your income and earnings from commissions. Get insights into your residuals with lifetime and current statistics and effortlessly sort and filter transactions to track deductions.

Additional Features:

• Sales: Allows quick viewing of proposals and facilitates the submission of new applications
• Marketing: Offers insights into all things VizyPay, including newsletters, blogs, and access to the VizyPay shop
• Training Resources: Equips you with tools to gain a better understanding of VizyPay and its operations
• Documents: Stores all guidelines and forms relevant to your merchants
• Support: Connect with our support team for any inquiries you may have for the VizyPay team
• VizyPay 101: Access educational videos created by VizyPay to familiarize yourself with the company