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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
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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?
How do I assign leads?
How to set up Decision Logic integration with MCA Suite
How to set up Rapid Capital Funding integration wtih MCA Suite
How to setup and test Microbilt integration with MCA Suite
How to setup Right Signature integration?
How can I run a Microbilt Balance Check?
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What is a Submission?
Can I perform status updates to multiple Submissions once an Offer has been selected?
How to add a note to multiple submissions
Can I copy a submission note to a deal note?
Can I set-up separate emails for Submission Profiles?
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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?
Setup & Administration
MCA Suite Setup
MCA Suite Concepts
MCA Suite Setup
How Can I Set Up Campaigns in MCA Suite?
How do I setup SMTP Server to send Emails out from MCA Suite?
MCA Suite Support Service Level Agreement
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How can I limit user access to MCA Suite to certain IP addresses?
How does MCA Suite identify duplicate records?
Can I perform permission changes and user reassignment on multiple Deals and Contacts?
Can I create an email signature for emails I send through MCA Suite?
What are automatic deal status updates?
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What should I do if I cannot remember my password?
What is a Broker User?
How do I change my password?
How long before I am logged out of my account due to inactivity?
How Do I Set Up Teams?
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Can I restrict merchant users on which deals to see?
How to setup ACHWorks integration on MCA Suite
Can I charge a one-time fee to a merchant without creating him as a recurring debit customer?
Can I stop a one-time payment with ACHWorks?
Why did I receive an email notification saying 0 transactions were sent to ACHWorks?
How do I setup a make up payment for ACHWorks?
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How to setup USAePay integration on MCA Suite
When does MCA Suite pull USAePay to obtain transaction updates?
How to setup Actum Processing integration with MCA Suite
Why can't we initiate orders from MCA Suite?
When does MCA Suite send transaction to Actum?
When does MCA Suite get payment updates from Actum?
Can I add multiple Actum Orders to a Deal?
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MCA Suite Payment Services
Requests & Enhancements
How can I request a custom report?
How do I request for a feature enhancement in MCA Suite?
Rest API V1 Authentication
REST API V1 to Add Contacts
REST API V1 to Add Deals
REST API V1 to Add Transaction
REST API V1 to add Multiple Transactions
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Add Deal Note / Change Deal Status
Add Contact Note (person)
Get Deal Balances
Contact Search by Phone Number
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Do you have Zapier Integration?
Deal Status Change