Links | GP Team Hub

Daily Hub

14 links

The systems the job runs on, every day.

Salesforce heartlandpaymentsystems.lightning.force.com Leads, FTA tasks, opportunities, pipeline. Log every FTA here first. Salesforce · FTAs & Demos heartlandpaymentsystems.lightning.force.com Your logged FTA and demo task list. Salesforce · My Leads (with zip) heartlandpaymentsystems.lightning.force.com Lead list filtered with city and zip. Atlas · Boarding pipeline atlascloud.heartland.us Create opportunities and board signed deals. Atlas · Prospecting map atlascloud.heartland.us Map view prospecting tool. Route-plan around it. Atlas · Relationship Dashboard atlascloud.heartland.us Your book of relationships in Atlas. Make it yours on My Links SAR Dashboard reporting.heartland.us Live Signed Annual Revenue numbers. Incentives pull from here. Gong us-1506.app.gong.io Record and review customer calls. Drawing entries depend on it. Outlook outlook.office.com Company email. Outlook Calendar outlook.office.com Week view. Microsoft Teams teams.microsoft.com Chat and team meetings. M365 Copilot Apps m365.cloud.microsoft All Microsoft 365 apps in one place. Gmail mail.google.com Google side of the house. Google Calendar calendar.google.com Week view.

Reporting & Pay

8 links

Where the money numbers live. One system per number.

Xactly secure2.xactlycorp.com Commission tracker. Incentive payouts finalize from Xactly after monthly lockdown. Emburse Professional (Certify) pro.emburse.app Expense reports and gas or mileage logging. No log, no reimbursement. Auris Payroll m.heartlandcheckview.com Paycheck view. Workday myworkday.com HR home: profile, time off, documents. Workday · Tax info myworkday.com Payroll hub, team member tax information. Workday · Help Center myworkday.com Workday how-tos. myTotalRewards globalpaymentsembark.ehr.com Total compensation statement. SAR Calc appsheet.com Quick SAR calculator app.

Boarding & Underwriting

10 links

Everything that keeps a deal out of Pend jail.

Underwriting Criteria Guidelines (11-01-24) d1vy0qa05cdjr5.cloudfront.net The Instant Approval MCC list and all UW criteria. The quick-close bible. UW Criteria Revisions Announcement d1vy0qa05cdjr5.cloudfront.net What changed in the criteria. Underwriting Guide · MOTO & CNP heartlandpaymentsystems.myabsorb.com Card-not-present underwriting rules. Boarding Document Sales Checklist drive.google.com Run before submitting any signed deal. Reduce Pended Apps eLearning gpn.sumtotal.host Short course on avoiding self-inflicted pends. Internet Policy Examples Guide drive.google.com Website policy examples for ecomm approvals. Sample AVS Codes docs.google.com Address verification code reference. HOW TO · Enroll with Atlas drive.google.com Step-by-step Atlas enrollment folder. Cash Discount Restricted MCCs docs.google.com MCCs that cannot take cash discount. Check before pitching. ACH Resources sites.google.com ACH program reference.

Training

14 links

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

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

Sales Resources & Battlecards

16 links

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

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

Products & Platforms

28 links

Product portals, help centers, and partner programs.

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

Devices & Hardware

14 links

Spec pages and places to buy or replace gear.

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

Company & IT

19 links

Intranet, access, tickets, and brand assets.

teamGP Intranet team.globalpay.com Company news and departments. teamGP · Sales Incentives team.globalpay.com Official incentive announcements. Employee Center (ServiceNow) globalpay.service-now.com HR and IT requests. My Apps (SSO Dashboard) mfa.sso.globalpay.com Every SSO app you have access to. SailPoint · Access Requests myaccess.globalpay.com Request system access. TMTX · IT Customer Service tmtxcenter.globalpay.com IT help tool. HIM Portal sso.heartland.us Heartland Information Manager. Safe Links Decoder o365atp.com Decode mangled Outlook security links. Brand Assets · Global Payments gpdigitalassets.com Official brand portal. Brand Assets · Heartland gpdigitalassets.com Heartland marketing assets. Brand Assets · Genius gpdigitalassets.com Genius branded assets. Brand Assets · PayFabric gpdigitalassets.com PayFabric partner assets. Global Payments · YouTube youtube.com Official channel. Developer · Certification & Testing developer.globalpayments.com For integration conversations. Developer · Integration Support developer.globalpayments.com Where devs get help. GitHub · globalpayments github.com Public SDKs and repos. Referral Award Program Guidelines docs.google.com Employee referral program rules. Core Leadership Program · Interest docs.google.com Register interest in the leadership track. Stronger Together · Team Rosters docs.google.com Who is on which team.

Benefits & HR

12 links

Insurance, savings, perks, and time away.

US Benefits (teamGP) team.globalpay.com Benefits home base. Benefit Contacts · US (slides) docs.google.com Who to call for each benefit. Fidelity NetBenefits nb.fidelity.com 401(k). Anthem anthem.com Health insurance. Anthem · Find Care membersecure.anthem.com In-network provider search. WageWorks participant.wageworks.com FSA / commuter accounts. Carrum Health info.carrumhealth.com Surgery benefit. 2nd.MD 2nd.md Expert second opinions. Perks at Work perksatwork.com Employee discounts. LegalEASE legaleaseplan.com Legal plan. Travel Incorporated hub.travelinc.com Book company travel. Bravo+ Recognition cloud.workhuman.com Recognize teammates, redeem points.

Prospecting & Team Lists

15 links

Route tools, networking, and each rep's lead list.

BNI · Chapter Map bni.com Find local networking groups. Badger Maps · Sidekick sidekick.badgermapping.com Route planning tool. My LinkedIn linkedin.com Your public profile. Keep it current. Make it yours on My Links Lead List · JR docs.google.com Team lead list sheet. Lead List · Ross docs.google.com Team lead list sheet. Lead List · Jeff docs.google.com Team lead list sheet. Lead List · Brandon docs.google.com Team lead list sheet. Lead List · Philip docs.google.com Team lead list sheet. Lead List · Jennings docs.google.com Team lead list sheet. Lead List · Jessie docs.google.com Team lead list sheet. OKRA · Jeff docs.google.com OKRA sheet. OKRA · Brandon docs.google.com OKRA sheet. OKRA · Philip docs.google.com OKRA sheet. OKRA · Jennings docs.google.com OKRA sheet. OKRA · Jessie docs.google.com OKRA sheet.