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What is a Contact?
What are Contact Types?
What are Contact Statuses?
How Do I Import Contacts?
How come I can't create a deal for a contact?
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What is a Deal?
What's the difference between Deal Stage and Deal Status?
What is Expected Turn (Days)?
Can I create documents such as contracts from MCA Suite?
How can I apply merchant payments (transactions) to a deal?
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How does the Direct Funding Dashboard work?
Direct Funding V2 Dashboard
Investor Funding Dashboard
Renewal Opportunity Dashboard
Deal Performance Dashboard
See all 8 articles
What is a Lead?
How come I do not see the Leads tab on my MCA Suite instance?
How do I use Qualifying Questions?
What happens to declined leads?
REST API to Add Contacts and Deals
How do I setup my Dropbox account to serve as my MCA Suite backup?
How to set up Decision Logic integration with MCA Suite
How to set up Rapid Capital Funding integration wtih MCA Suite
REST API to Add Transaction
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What is the difference between Concurrent and Backend collection types?
Can you edit a syndication withdrawal amount?
How do I set up Deal Syndication with multiple fees?
Can I set up default investors and participation percentages for syndicated deals with multiple fees?
Multi Fee Syndication - Do transactions update when switching from backend to front end?
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Is there a report that includes all the data in the system?
Why are batch reports emailed?
How do I unselect in a multi select?