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Delta 1st Boarding Process

< 1 min read

Table of Contents

Login to Delta 1st CRM PP #

Link: https://pp-crm.wnbpos.live/

Click 4 box square (Apps) #

Found on the top left-hand corner.

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Click Customers #

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Click the “+” button #

Located on the top right corner.

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Insert Information #

  • DBA Name in Customer Name
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  • Contact Title dropdown: Select “Owner”.
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  • Contact Name: Insert the Owner’s Name.
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  • MCC/SIC code assigned by Underwriting.
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  • Phone number of the business.
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  • Email address for the business.
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  • Enter the physical address in the Address section.
    If Corporate and Physical address are the same, insert the corporate address.
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Branch Selection #

  • Click “Select/Change Branch”.
  • Choose “The Woodlands”.
  • Click “Apply”.
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Sales Agent Selection:

  • Click “Select More”.
  • Choose “John Walker”.
  • Click “Apply”.
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Save the information:

  • Select “Save” in the bottom right corner.
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Software Configuration #

  • Select the Software tab.
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  • Click “+ Add”.
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  • Select the industry dropdown and choose the appropriate configuration from the ACH/Coversheet.
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  • Choose configurations from the ACH/Coversheet:
    • Delta 1st Enhanced: “VPC ENHANCED ‘VERTICLE’ 8-1-24”.
    • Delta 1st Lite: “VPC LITE ‘VERTICLE’ 8-1-24”.
    • Delta 1st Xpress: “VPC XPRESS ‘VERTICLE’ 10-29-24”.
    • Enhanced with Cash Discounting: “CDP VPC ENHANCED ‘VERTICLE’ 9-30-2024”.
    • Lite with Cash Discounting: “CDP VPC LITE ‘VERTICLE’ 10-28-2024”.
  • Do not choosing the two PAX options.
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POS Instance

  • Click status from “Pending” to “Create POS Instance”.
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Company Information:

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  • Select the corresponding Time Zone using the physical address.
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Go To Store Information:

  • Enter the DBA Name in the Store Name section.
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  • Select the corresponding Time Zone using the physical address.
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  • Enter the MID assigned by Underwriting in the MID section.
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  • Click “Save” in the bottom right corner.
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