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jim
Sales rep at Pacific Merchant Services. Test claims pipeline, commissions, earnings + payouts, referrals, onboard link, payout settings. Referred by admin.
jimSales rep at Pacific Merchant Services. Test claims pipeline, commissions, earnings + payouts, referrals, onboard link, payout settings. Referred by admin.
Getting Started with Your Claim Pipeline
Welcome to your claim pipeline! This is where you'll manage all your restaurant leads and track them through the sales process.
Quick Start:
- Click "New Claim" to create your first claim for a restaurant
- Use the Tax Credit Calculator in each claim to estimate credits instantly
- Generate Document Portal Links for clients to upload tax documents securely
- Track your commissions on the dashboard as claims progress
Claims progress through stages: Lead → Qualified → Proposal → Negotiation → Documentation → CPA Review → Approval → Closed Won
Claim Pipeline
Manage your sales pipeline and track claims Process overview | Commissions