Links

Every system the job touches. Type a word and the list narrows to it, or pick a category. Pressing / anywhere on the site searches this plus every rule and number.

Daily Hub

The systems the job runs on, every day.

Salesforce Leads, FTA tasks, opportunities, pipeline. Log every FTA here first. Salesforce · FTAs & Demos Your logged FTA and demo task list. Salesforce · My Leads (with zip) Lead list filtered with city and zip. Atlas · Boarding pipeline Create opportunities and board signed deals. Atlas · Prospecting map Map view prospecting tool. Route-plan around it. Atlas · Relationship Dashboard Your book of relationships in Atlas. SAR Dashboard Live Signed Annual Revenue numbers. Incentives pull from here. Gong Record and review customer calls. Drawing entries depend on it. Outlook Company email. Outlook Calendar Week view. Microsoft Teams Chat and team meetings. M365 Copilot Apps All Microsoft 365 apps in one place. Gmail Google side of the house. Google Calendar Week view.

Reporting & Pay

Where the money numbers live. One system per number.

Xactly Commission tracker. Incentive payouts finalize from Xactly after monthly lockdown. Emburse Professional (Certify) Expense reports and gas or mileage logging. No log, no reimbursement. Auris Payroll Paycheck view. Workday HR home: profile, time off, documents. Workday · Tax info Payroll hub, team member tax information. Workday · Help Center Workday how-tos. myTotalRewards Total compensation statement. SAR Calc Quick SAR calculator app.

Boarding & Underwriting

Everything that keeps a deal out of Pend jail.

Underwriting Criteria Guidelines (11-01-24) The Instant Approval MCC list and all UW criteria. The quick-close bible. UW Criteria Revisions Announcement What changed in the criteria. Underwriting Guide · MOTO & CNP Card-not-present underwriting rules. Boarding Document Sales Checklist Run before submitting any signed deal. Reduce Pended Apps eLearning Short course on avoiding self-inflicted pends. Internet Policy Examples Guide Website policy examples for ecomm approvals. Sample AVS Codes Address verification code reference. HOW TO · Enroll with Atlas Step-by-step Atlas enrollment folder. Cash Discount Restricted MCCs MCCs that cannot take cash discount. Check before pitching. ACH Resources ACH program reference.

Training

Courses, libraries, and the guides new reps live in.

US Payments Sales Enablement The training mothership. Sales Enablement · Getting Started New hire starting point. Sales Enablement · A-Z Resources Alphabetical index of everything. Training Workshops Live workshop schedule. Recorded Training Library Past sessions on demand. Pro-Tip Video Library Short tactical videos. Heartland Training (Absorb LMS) Assigned courses and curricula. training.heartland.us Product training portal. Genius Core Sales Enablement (SharePoint) SharePoint side of enablement. Lead Flow in Salesforce · QRG Quick reference for lead handling. Pipeline Execution Playbook (Outside Sales) Salesforce HCORP pipeline playbook. The Global Payment Forecast (slides) Forecast training deck. New Hire Sales Support Guide Who supports what when you are new. Google Meet Add-In for Outlook Job aid for the calendar add-in.

Sales Resources & Battlecards

Plays, scripts, and what to say against every competitor.

Sales Plays Vertical sales plays field guide. Sales Playbook · Genius for Retail The retail (shops) playbook. Sales Playbook · Genius for Restaurants The restaurants playbook. POS BattleCards General POS competitive cards. Battlecards · Genius for Retail Retail head-to-heads. Battlecards · Genius for Restaurants Restaurant head-to-heads, incl. scaling restaurants. Heartland vs Clover Feature comparison sheet. Hardware Cost Sheet What equipment costs. Marketing Content Maps Index of official marketing content. Content Map · Payments+ Payments+ content map PDF. What Ecomm Businesses Worry About Ecomm discovery talking points. Email Scripts #1 · Overview Outbound email scripts. Email Script · Restaurants (Terminals / Global Pay App) Restaurant outbound script. Cold Calling Basics Fundamentals doc for call blocks. DIY Email Campaign · Restaurants Send-from-Gmail campaign kit. Restaurant marketing email sample Customer-facing email you can reuse.

Products & Platforms

Product portals, help centers, and partner programs.

Genius for Retail · Overview Public product page for demos and merchants. Genius Help Center · Email Marketing Retail email marketing how-to. Genius Help Center · Loyalty Loyalty quick start. Genius Help Center · Targeted Email Targeting through email marketing. Genius for Retail · Hardware Guide Retail hardware lineup. Genius for Retail · FAQ Common retail questions. Genius for Restaurants · Back office HRPOS restaurant portal. Genius for Restaurants · Product page Public restaurant page. Genius for Restaurants · Content Map All restaurant marketing content. Genius Mobile 2.0 · Getting Started Handheld setup video. Genius Mobile 2.0 · Using It Handheld daily-use video. Payments Manager+ · Training PM+ training PDF. Payments Manager+ · Videos PM+ resource center and videos. Payments Manager+ · Merchant Onboarding How merchants get boarded on PM+. PM+ and QuickBooks Demo Video demo. QuickBooks Online Integration Support article to send merchants. PayFabric · Training B2B / ERP payments training. Surcharge · Payments Done Right Surcharge program page. YouLend · Flexible Funding (internal) Lending program training page. YouLend · Merchant dashboard Where merchants apply for funding. Hyfin · Docs Ecomm partner documentation. Heartland Referrals Submit partner referrals. Kinetic Referral Dashboard Kinetic referral tracking. Heartland Analytics · Payments demo Demo environment to show merchants. Heartland Analytics · Email demo Email marketing demo environment. Data Security & PCI Security talking points for merchants. Shipday Delivery management, pairs with Como and restaurant conversations. Heartland Customer Support Where to send merchants for help.

Devices & Hardware

Spec pages and places to buy or replace gear.

Genius GC26 · Docs GC26 hardware documentation. PAX A920 MAX · Specs Flagship handheld. PAX A920 MAX · Buy (JR Orders) Purchase page. PAX A30 · Specs Multilane PIN pad. PAX PIN Pads · Family Q25, Q30, A30, A35, Aries8. PAX A30 · eBay search Used units. Verifone M400 · PaymentCloud M400 with PIN pad. Verifone M400 · CDW bundle New bundles. Verifone M400 · eBay search Used units. Verifone M425/M450 stand Swivel and tilt stand. Elo Pay Z30 Tap-to-pay POS terminal. Elo Z30 · Stand Matching stand. Elo 1002L 10" display Customer-facing display. Business Cards Order your cards.

Company & IT

Intranet, access, tickets, and brand assets.

teamGP Intranet Company news and departments. teamGP · Sales Incentives Official incentive announcements. Employee Center (ServiceNow) HR and IT requests. My Apps (SSO Dashboard) Every SSO app you have access to. SailPoint · Access Requests Request system access. TMTX · IT Customer Service IT help tool. HIM Portal Heartland Information Manager. Safe Links Decoder Decode mangled Outlook security links. Brand Assets · Global Payments Official brand portal. Brand Assets · Heartland Heartland marketing assets. Brand Assets · Genius Genius branded assets. Brand Assets · PayFabric PayFabric partner assets. Global Payments · YouTube Official channel. Developer · Certification & Testing For integration conversations. Developer · Integration Support Where devs get help. GitHub · globalpayments Public SDKs and repos. Referral Award Program Guidelines Employee referral program rules. Core Leadership Program · Interest Register interest in the leadership track. Stronger Together · Team Rosters Who is on which team.

Benefits & HR

Insurance, savings, perks, and time away.

US Benefits (teamGP) Benefits home base. Benefit Contacts · US (slides) Who to call for each benefit. Fidelity NetBenefits 401(k). Anthem Health insurance. Anthem · Find Care In-network provider search. WageWorks FSA / commuter accounts. Carrum Health Surgery benefit. 2nd.MD Expert second opinions. Perks at Work Employee discounts. LegalEASE Legal plan. Travel Incorporated Book company travel. Bravo+ Recognition Recognize teammates, redeem points.

Prospecting

Route planning and networking.

BNI · Chapter Map Find local networking groups. Badger Maps · Sidekick Route planning tool.

Missing something? If a link you use daily is not here, add it to My Links if it is personal, or tell James to add it to the directory for everyone.