# CRM

- [Getting Started in your CRM!](/crm/getting-started-in-your-crm.md)
- [CRM Dashboard](/crm/crm-dashboard.md)
- [CRM Account Settings](/crm/crm-account-settings.md)
- [Fraud Protection](/crm/crm-account-settings/fraud-protection.md)
- [CRM Subscription Page](/crm/crm-account-settings/crm-subscription-page.md)
- [Enable Automatic Cancel on Refund and Void](/crm/crm-account-settings/enable-automatic-cancel-on-refund-and-void.md)
- [Use Same Gateway On Upsells](/crm/crm-account-settings/use-same-gateway-on-upsells.md)
- [Rebill Time](/crm/crm-account-settings/rebill-time.md)
- [Customer Section](/crm/customer-section.md)
- [Customer Service](/crm/customer-section/customer-service.md)
- [Customer Service Tutorial](/crm/customer-section/customer-service/customer-service-tutorial.md)
- [Locate a Customer Record](/crm/customer-section/customer-service/locate-a-customer-record.md)
- [Continuity Purchase Profile](/crm/customer-section/customer-service/continuity-purchase-profile.md)
- [Refund/Void a Transaction](/crm/customer-section/customer-service/refund-void-a-transaction.md)
- [Cancel an Order](/crm/customer-section/customer-service/cancel-an-order.md)
- [Cancel or Pause a Subscription](/crm/customer-section/customer-service/cancel-or-pause-a-subscription.md)
- [Restart a Subscription](/crm/customer-section/customer-service/restart-a-subscription.md)
- [C/S Fulfillment Actions](/crm/customer-section/customer-service/c-s-fulfillment-actions.md)
- [Resend emails to customers](/crm/customer-section/customer-service/resend-emails-to-customers.md)
- [Rerun a Declined New Sale](/crm/customer-section/customer-service/rerun-a-declined-new-sale.md)
- [Merge Existing Customers](/crm/customer-section/customer-service/merge-existing-customers.md)
- [Order Entry](/crm/customer-section/order-entry.md)
- [Fulfillment](/crm/customer-section/fulfillment.md)
- [Quality Assurance](/crm/customer-section/quality-assurance.md): The quality assurance tab is used to locate orders that were sent to QA and need to be approved or denied.
- [CRM Setup](/crm/crm-setup.md)
- [Product Setup](/crm/crm-setup/product-setup.md)
- [Product Creation](/crm/crm-setup/product-setup/product-creation.md)
- [Product Variations](/crm/crm-setup/product-setup/product-variations.md)
- [Variant Bundles](/crm/crm-setup/product-setup/product-variations/variant-bundles.md)
- [Metafields](/crm/crm-setup/product-setup/metafields.md): Metafields help you to customize the functionality and appearance of your storefront by letting you define specialized information on products.
- [Campaign Setup](/crm/crm-setup/campaign-setup.md)
- [Creating a Campaign](/crm/crm-setup/campaign-setup/creating-a-campaign.md)
- [Campaign Categories](/crm/crm-setup/campaign-setup/campaign-categories.md)
- [Campaign Types](/crm/crm-setup/campaign-setup/campaign-types.md)
- [Adding a Product to a Campaign](/crm/crm-setup/campaign-setup/adding-a-product-to-a-campaign.md)
- [Common Offer Setups](/crm/crm-setup/campaign-setup/adding-a-product-to-a-campaign/common-offer-setups.md)
- [T-Shirt Club](/crm/crm-setup/campaign-setup/adding-a-product-to-a-campaign/common-offer-setups/t-shirt-club.md)
- [Auto-Responder Setup](/crm/crm-setup/campaign-setup/auto-responder-setup.md)
- [Autoresponder Date Formats](/crm/crm-setup/campaign-setup/auto-responder-setup/autoresponder-date-formats.md)
- [Shipping Profiles](/crm/crm-setup/campaign-setup/shipping-profiles.md)
- [Taxes](/crm/crm-setup/campaign-setup/taxes.md)
- [Surcharges](/crm/crm-setup/campaign-setup/surcharges.md)
- [Campaign Coupons](/crm/crm-setup/campaign-setup/campaign-coupons.md)
- [Custom Fields](/crm/crm-setup/campaign-setup/custom-fields.md)
- [Adding C.O.D. to Campaigns](/crm/crm-setup/campaign-setup/adding-c.o.d.-to-campaigns.md)
- [Single Transaction Orders](/crm/crm-setup/campaign-setup/single-transaction-orders.md)
- [Multi-Currency](/crm/crm-setup/campaign-setup/multi-currency.md)
- [Subscribe & Save Profiles](/crm/crm-setup/campaign-setup/subscribe-and-save-profiles.md)
- [Call Center Setup](/crm/crm-setup/call-center-setup.md)
- [Adding and Editing Call Centers](/crm/crm-setup/call-center-setup/adding-and-editing-call-centers.md)
- [Adding Call Center Agents](/crm/crm-setup/call-center-setup/adding-call-center-agents.md)
- [Setting Call Center Commissions](/crm/crm-setup/call-center-setup/setting-call-center-commissions.md)
- [Batch Update Call Center Source Values](/crm/crm-setup/call-center-setup/batch-update-call-center-source-values.md)
- [Cancellation Reasons, Refund Reasons, and Call Dispositions](/crm/crm-setup/call-center-setup/cancellation-reasons-refund-reasons-and-call-dispositions.md)
- [Affiliate Setup](/crm/crm-setup/affiliate-setup.md)
- [Adding and Editing Affiliates](/crm/crm-setup/affiliate-setup/adding-and-editing-affiliates.md)
- [Affiliate Tracking Link/String](/crm/crm-setup/affiliate-setup/affiliate-tracking-link-string.md)
- [Affiliate Pixels](/crm/crm-setup/affiliate-setup/affiliate-pixels.md)
- [Testing and Troubleshooting CPA Pixels](/crm/crm-setup/affiliate-setup/affiliate-pixels/testing-and-troubleshooting-cpa-pixels.md)
- [Testing CPC Pixels](/crm/crm-setup/affiliate-setup/affiliate-pixels/testing-cpc-pixels.md)
- [Affiliate Commissions](/crm/crm-setup/affiliate-setup/affiliate-commissions.md)
- [Setting up an Affiliate User](/crm/crm-setup/affiliate-setup/setting-up-an-affiliate-user.md)
- [Batch Update Affiliate Source Values](/crm/crm-setup/affiliate-setup/batch-update-affiliate-source-values.md)
- [General External Affiliate Software/Network Setup](/crm/crm-setup/affiliate-setup/general-external-affiliate-software-network-setup.md)
- [Facebook Pixel Setup (Direct API)](/crm/crm-setup/affiliate-setup/facebook-pixel-setup-direct-api.md)
- [Fulfillment Section](/crm/fulfillment-section.md)
- [Add and Editing Fulfillment House](/crm/fulfillment-section/add-and-editing-fulfillment-house.md)
- [Fulfillment Batch Update](/crm/fulfillment-section/fulfillment-batch-update.md)
- [Fulfillment Summary Report](/crm/fulfillment-section/fulfillment-summary-report.md)
- [Bundle Fulfillment](/crm/fulfillment-section/bundle-fulfillment.md)
- [Fulfillment Statuses](/crm/fulfillment-section/fulfillment-statuses.md)
- [Testing Fulfillment through Order Entry](/crm/fulfillment-section/testing-fulfillment-through-order-entry.md)
- [Cash on Delivery setup](/crm/fulfillment-section/cash-on-delivery-setup.md)
- [C.O.D. Order Entry Option](/crm/fulfillment-section/cash-on-delivery-setup/c.o.d.-order-entry-option.md)
- [Upload Returned Orders](/crm/fulfillment-section/upload-returned-orders.md)
- [Edit Fulfillment Items](/crm/fulfillment-section/edit-fulfillment-items.md)
- [Fulfillment Inventory](/crm/fulfillment-section/fulfillment-inventory.md)
- [Shipping Validation](/crm/fulfillment-section/shipping-validation.md)
- [Gateway Setup](/crm/gateway-setup.md)
- [Gateway List](/crm/gateway-setup/gateway-list.md)
- [Adding a Gateway](/crm/gateway-setup/adding-a-gateway.md)
- [Testing Your Gateway Through Order Entry](/crm/gateway-setup/adding-a-gateway/testing-your-gateway-through-order-entry.md): This article describes how to test a non-3DS gateway through Order Entry.
- [Gateway Integrations](/crm/gateway-setup/gateway-integrations.md)
- [Adyen](/crm/gateway-setup/gateway-integrations/adyen.md)
- [Adyen V2](/crm/gateway-setup/gateway-integrations/adyen-v2.md)
- [Adyen - Alternate Payments](/crm/gateway-setup/gateway-integrations/adyen-v2/adyen-alternate-payments.md)
- [Klarna on AdyenV2](/crm/gateway-setup/gateway-integrations/adyen-v2/klarna-on-adyenv2.md)
- [Afterpay on AdyenV2](/crm/gateway-setup/gateway-integrations/adyen-v2/afterpay-on-adyenv2.md)
- [Affirm](/crm/gateway-setup/gateway-integrations/affirm.md)
- [Afterpay](/crm/gateway-setup/gateway-integrations/afterpay.md)
- [Airwallex](/crm/gateway-setup/gateway-integrations/airwallex.md)
- [Airwallex - Alternate Payments](/crm/gateway-setup/gateway-integrations/airwallex/airwallex-alternate-payments.md)
- [Amazon Pay API Integration](/crm/gateway-setup/gateway-integrations/amazon-pay-api-integration.md)
- [Apple Pay](/crm/gateway-setup/gateway-integrations/apple-pay.md)
- [Authorize.net](/crm/gateway-setup/gateway-integrations/authorize.net.md)
- [Bank of America](/crm/gateway-setup/gateway-integrations/bank-of-america.md)
- [BitPay](/crm/gateway-setup/gateway-integrations/bitpay.md)
- [Braintree](/crm/gateway-setup/gateway-integrations/braintree.md)
- [Cardinity](/crm/gateway-setup/gateway-integrations/cardinity.md)
- [Cardstream](/crm/gateway-setup/gateway-integrations/cardstream.md)
- [Cardstream - Alternate Payments](/crm/gateway-setup/gateway-integrations/cardstream/cardstream-alternate-payments.md)
- [Celerispay](/crm/gateway-setup/gateway-integrations/celerispay.md)
- [Centrobill](/crm/gateway-setup/gateway-integrations/centrobill.md)
- [Checkout.com](/crm/gateway-setup/gateway-integrations/checkout.com.md)
- [Checkout.com - Alternate Payments](/crm/gateway-setup/gateway-integrations/checkout.com/checkout.com-alternate-payments.md)
- [Coinsub](/crm/gateway-setup/gateway-integrations/coinsub.md): Utilize Coinsub to process crypto payments and track your digital currency transactions.  You can create payment requests, receive payments directly into your wallet, and manage funds effortlessly.
- [Corefy](/crm/gateway-setup/gateway-integrations/corefy.md)
- [Easytransac](/crm/gateway-setup/gateway-integrations/easytransac.md)
- [eMerchantPay V3](/crm/gateway-setup/gateway-integrations/emerchantpay-v3.md)
- [eMerchantPay - Alternate Payments](/crm/gateway-setup/gateway-integrations/emerchantpay-v3/emerchantpay-alternate-payments.md)
- [Everyware](/crm/gateway-setup/gateway-integrations/everyware.md)
- [Fat Zebra](/crm/gateway-setup/gateway-integrations/fat-zebra.md)
- [FibonatixV2](/crm/gateway-setup/gateway-integrations/fibonatixv2.md)
- [Finix](/crm/gateway-setup/gateway-integrations/finix.md)
- [FlexFactor](/crm/gateway-setup/gateway-integrations/flexfactor.md): FlexFactor is the award-winning decline recovery platform, helping brands turn payment declines into added sales.
- [FlexEcom](/crm/gateway-setup/gateway-integrations/flexecom.md): FlexEcom is the award-winning decline recovery platform, helping brands turn payment declines into added sales.
- [Gala Technology](/crm/gateway-setup/gateway-integrations/gala-technology.md)
- [Gala Technology - Alternate Payments](/crm/gateway-setup/gateway-integrations/gala-technology/gala-technology-alternate-payments.md)
- [GivePayments](/crm/gateway-setup/gateway-integrations/givepayments.md)
- [Google Pay API](/crm/gateway-setup/gateway-integrations/google-pay-api.md)
- [HiPay 3DS](/crm/gateway-setup/gateway-integrations/hipay-3ds.md)
- [IncreaseBilling](/crm/gateway-setup/gateway-integrations/increasebilling.md)
- [Innova](/crm/gateway-setup/gateway-integrations/innova.md)
- [iyzico](/crm/gateway-setup/gateway-integrations/iyzico.md)
- [Klarna](/crm/gateway-setup/gateway-integrations/klarna.md)
- [MARKETFLOW](/crm/gateway-setup/gateway-integrations/marketflow.md)
- [Maverick](/crm/gateway-setup/gateway-integrations/maverick.md)
- [Medpaid](/crm/gateway-setup/gateway-integrations/medpaid.md): Accept HSA/FSA payments with Medpaid.  Case study after case study proves HSA/FSA payments with Medpaid increase customer spending, reduce friction, and powers a new market segment.
- [Merchant Warrior](/crm/gateway-setup/gateway-integrations/merchant-warrior.md)
- [MojoPay](/crm/gateway-setup/gateway-integrations/mojopay.md)
- [Mollie](/crm/gateway-setup/gateway-integrations/mollie.md)
- [Mollie - Alternate Payments](/crm/gateway-setup/gateway-integrations/mollie/mollie-alternate-payments.md)
- [Moonlight Payments](/crm/gateway-setup/gateway-integrations/moonlight-payments.md)
- [MuchBetter](/crm/gateway-setup/gateway-integrations/muchbetter.md)
- [MyCPO](/crm/gateway-setup/gateway-integrations/mycpo.md)
- [NMI](/crm/gateway-setup/gateway-integrations/nmi.md)
- [NMI - useCustomerVault Configuration](/crm/gateway-setup/gateway-integrations/nmi/nmi-usecustomervault-configuration.md)
- [NomuPay](/crm/gateway-setup/gateway-integrations/nomupay.md)
- [NomuPay - Alternate Payments](/crm/gateway-setup/gateway-integrations/nomupay/nomupay-alternate-payments.md)
- [Klarna on NomuPay](/crm/gateway-setup/gateway-integrations/nomupay/klarna-on-nomupay.md)
- [OpenPath](/crm/gateway-setup/gateway-integrations/openpath.md)
- [IoniaPay Instant Direct Payments (OpenPath)](/crm/gateway-setup/gateway-integrations/openpath/ioniapay-instant-direct-payments-openpath.md)
- [PagBrasil](/crm/gateway-setup/gateway-integrations/pagbrasil.md)
- [Pathly](/crm/gateway-setup/gateway-integrations/pathly.md)
- [Pay.com](/crm/gateway-setup/gateway-integrations/pay.com.md)
- [PAY.ON](/crm/gateway-setup/gateway-integrations/pay.on.md): PAY.ON, an ACI Worldwide company, delivers white label global payment gateway solutions to payment service providers, ISOs, acquirers, ISVs, and VARs.
- [Payex-GreenMoney](/crm/gateway-setup/gateway-integrations/payex-greenmoney.md)
- [PayGate](/crm/gateway-setup/gateway-integrations/paygate.md)
- [Paynetworx](/crm/gateway-setup/gateway-integrations/paynetworx.md)
- [PayPal Commerce Checkout](/crm/gateway-setup/gateway-integrations/paypal-commerce-checkout.md): Add your PayPal Commerce gateway to CheckoutChamp so you can use it across all campaigns.
- [PayPal Commerce Checkout (Direct API)](/crm/gateway-setup/gateway-integrations/paypal-commerce-checkout/paypal-commerce-checkout-direct-api.md)
- [PayPal Commerce Checkout (Legacy)](/crm/gateway-setup/gateway-integrations/paypal-commerce-checkout/paypal-commerce-checkout-legacy.md)
- [PayPal Seamless Checkout - 2-Click Upsells (without Reference Transactions)](/crm/gateway-setup/gateway-integrations/paypal-commerce-checkout/paypal-commerce-checkout-legacy/paypal-seamless-checkout-2-click-upsells-without-reference-transactions.md)
- [PayPal Commerce Checkout (SDK)](/crm/gateway-setup/gateway-integrations/paypal-commerce-checkout/paypal-commerce-checkout-sdk.md)
- [Paysafe V2](/crm/gateway-setup/gateway-integrations/paysafe-v2.md)
- [Paystrax](/crm/gateway-setup/gateway-integrations/paystrax.md): PAYSTRAX provides European and UK merchants with state-of-the-art solutions for payment processing online and in-store.
- [PayXpert 3DS V2](/crm/gateway-setup/gateway-integrations/payxpert-3ds-v2.md)
- [Pixxles](/crm/gateway-setup/gateway-integrations/pixxles.md)
- [Poynt](/crm/gateway-setup/gateway-integrations/poynt.md)
- [Priority Payments](/crm/gateway-setup/gateway-integrations/priority-payments.md)
- [Quaife](/crm/gateway-setup/gateway-integrations/quaife.md)
- [Quantum](/crm/gateway-setup/gateway-integrations/quantum.md)
- [QuickPay](/crm/gateway-setup/gateway-integrations/quickpay.md)
- [Radom](/crm/gateway-setup/gateway-integrations/radom.md)
- [RocketGate](/crm/gateway-setup/gateway-integrations/rocketgate.md)
- [SafeCharge](/crm/gateway-setup/gateway-integrations/safecharge.md)
- [Sezzle](/crm/gateway-setup/gateway-integrations/sezzle.md)
- [Skrill](/crm/gateway-setup/gateway-integrations/skrill.md)
- [Solid](/crm/gateway-setup/gateway-integrations/solid.md)
- [Splitit](/crm/gateway-setup/gateway-integrations/splitit.md)
- [Square Payments](/crm/gateway-setup/gateway-integrations/square-payments.md)
- [Square Payments V2 (Checkout Champ builder set-up)](/crm/gateway-setup/gateway-integrations/square-payments/square-payments-v2-checkout-champ-builder-set-up.md)
- [Stripe](/crm/gateway-setup/gateway-integrations/stripe.md): This article explains how to add Stripe to your CheckoutChamp instance
- [Stripe  - Alternate Payments](/crm/gateway-setup/gateway-integrations/stripe/stripe-alternate-payments.md)
- [Klarna on Stripe](/crm/gateway-setup/gateway-integrations/stripe/klarna-on-stripe.md)
- [SurePay](/crm/gateway-setup/gateway-integrations/surepay.md)
- [TruCommerce](/crm/gateway-setup/gateway-integrations/trucommerce.md)
- [Truevo](/crm/gateway-setup/gateway-integrations/truevo.md)
- [Trust Payments](/crm/gateway-setup/gateway-integrations/trust-payments.md)
- [Trust Payments - Alternate Payments](/crm/gateway-setup/gateway-integrations/trust-payments/trust-payments-alternate-payments.md)
- [TRX](/crm/gateway-setup/gateway-integrations/trx.md)
- [UrPay](/crm/gateway-setup/gateway-integrations/urpay.md)
- [Vantiv](/crm/gateway-setup/gateway-integrations/vantiv.md)
- [WAAVE](/crm/gateway-setup/gateway-integrations/waave.md)
- [WEBPAY](/crm/gateway-setup/gateway-integrations/webpay.md)
- [WellnessPay](/crm/gateway-setup/gateway-integrations/wellnesspay.md)
- [WhiteLabel (WL) Payments](/crm/gateway-setup/gateway-integrations/whitelabel-wl-payments.md)
- [WithReach](/crm/gateway-setup/gateway-integrations/withreach.md)
- [WorldLine (Bambora)](/crm/gateway-setup/gateway-integrations/worldline-bambora.md)
- [Worldline V2](/crm/gateway-setup/gateway-integrations/worldline-v2.md)
- [Worldline V2 - Alternate Payments](/crm/gateway-setup/gateway-integrations/worldline-v2/worldline-v2-alternate-payments.md)
- [Worldnet](/crm/gateway-setup/gateway-integrations/worldnet.md)
- [Worldpay](/crm/gateway-setup/gateway-integrations/worldpay.md)
- [Advanced Transaction Routing Interface (ATRI)](/crm/gateway-setup/advanced-transaction-routing-interface-atri.md)
- [ATRI Algorithms](/crm/gateway-setup/advanced-transaction-routing-interface-atri/atri-algorithms.md): Explore the algorithms that can be used within ATRI profiles
- [Cascade Profiles](/crm/gateway-setup/advanced-transaction-routing-interface-atri/cascade-profiles.md)
- [ATRI Settings and Notifications](/crm/gateway-setup/advanced-transaction-routing-interface-atri/atri-settings-and-notifications.md)
- [Recycle Billing](/crm/gateway-setup/recycle-billing.md): Recycle billing is used to automatically reattempt a soft-declined rebill. The article walks you through setting up a Recycle Billing profile.
- [Standard BIN Mapping](/crm/gateway-setup/standard-bin-mapping.md): This article describes how to map card BIN ranges to process on specific gateways.
- [PrePaid BIN Mapping](/crm/gateway-setup/prepaid-bin-mapping.md): This article describes how to identify a custom card BIN range as being prepaid cards.
- [Bin Profiles](/crm/gateway-setup/bin-profiles.md): Blocking Bins
- [Decline Message Mapping](/crm/gateway-setup/decline-message-mapping.md): This article describes how to mark specified gateway decline responses as a certain decline type or change the decline message displayed to the customer on the landing page.
- [Dynamic Descriptors](/crm/gateway-setup/dynamic-descriptors.md)
- [RDR](/crm/gateway-setup/rdr.md): This article explains how to refund the transaction in CheckoutChamp. The article assumes you (or a third party) are aware the RDR has been issued.
- [Ethoca Refunds](/crm/gateway-setup/ethoca-refunds.md): This article explains how to refund an Ethoca alert in CheckoutChamp. The article assumes you (or a third party) are aware of the Ethoca alert.
- [Direct API 3DS Instructions](/crm/gateway-setup/direct-api-3ds-instructions.md): This article describes how to handle 3DS processing only if using Direct API instead of CheckoutChamp funnels.
- [dLocal Properties](/crm/gateway-setup/dlocal-properties.md): This article describes how to pass dLocal properties on orders to supported gateways.
- [Zero dollar card verification](/crm/gateway-setup/zero-dollar-card-verification.md)
- [Reports](/crm/reports.md)
- [Customer Reports](/crm/reports/customer-reports.md)
- [Order Summary](/crm/reports/customer-reports/order-summary.md)
- [Order Details](/crm/reports/customer-reports/order-details.md)
- [Order Statuses](/crm/reports/customer-reports/order-details/order-statuses.md)
- [Cancellation Report](/crm/reports/customer-reports/cancellation-report.md)
- [Retention Report](/crm/reports/customer-reports/retention-report.md)
- [Revenue Summary](/crm/reports/customer-reports/revenue-summary.md)
- [Customer Details Report](/crm/reports/customer-reports/customer-details-report.md): https://crm.checkoutchamp.com/reports/customers/
- [Payment Reports](/crm/reports/payment-reports.md)
- [Transaction Summary Report](/crm/reports/payment-reports/transaction-summary-report.md)
- [Transaction Details Report](/crm/reports/payment-reports/transaction-details-report.md)
- [Account Updater](/crm/reports/payment-reports/account-updater.md)
- [Card Processing](/crm/reports/payment-reports/card-processing.md)
- [Refund Details](/crm/reports/payment-reports/refund-details.md)
- [Chargeback Details](/crm/reports/payment-reports/chargeback-details.md)
- [Billing Report](/crm/reports/payment-reports/billing-report.md)
- [Projected Billing](/crm/reports/payment-reports/projected-billing.md)
- [Sales Tax](/crm/reports/payment-reports/sales-tax.md)
- [Gateway Reports](/crm/reports/gateway-reports.md)
- [Reserve Report](/crm/reports/gateway-reports/reserve-report.md)
- [Sale Reports](/crm/reports/sale-reports.md)
- [Continuity Report](/crm/reports/sale-reports/continuity-report.md)
- [Continuity Purchase Statuses](/crm/reports/sale-reports/continuity-report/continuity-purchase-statuses.md)
- [Affiliate Report](/crm/reports/sale-reports/affiliate-report.md)
- [Call Center Reports](/crm/reports/call-center-reports.md)
- [Customer Service Report](/crm/reports/call-center-reports/customer-service-report.md)
- [Fulfillment Reports](/crm/reports/fulfillment-reports.md)
- [Fulfillment Details](/crm/reports/fulfillment-reports/fulfillment-details.md)
- [Fulfillment Summary](/crm/reports/fulfillment-reports/fulfillment-summary.md)
- [UTM Filters](/crm/reports/utm-filters.md)
- [Key Performance Indicators - KPIs](/crm/reports/key-performance-indicators-kpis.md)
- [Admin Setup](/crm/admin-setup.md)
- [Plugin Setup](/crm/admin-setup/plugin-setup.md)
- [Create a User](/crm/admin-setup/create-a-user.md)
- [Create an Affiliate User](/crm/admin-setup/create-a-user/create-an-affiliate-user.md)
- [Create An API User](/crm/admin-setup/create-a-user/create-an-api-user.md)
- [Leads Agents](/crm/admin-setup/create-a-user/leads-agents.md): Leads Agents are outbound sales agents who can be assigned leads (customers).
- [Import](/crm/admin-setup/import.md)
- [Import Coupons](/crm/admin-setup/import/import-coupons.md)
- [Export Webhook Profiles](/crm/admin-setup/export-webhook-profiles.md)
- [Postback Export Profiles](/crm/admin-setup/export-webhook-profiles/postback-export-profiles.md)
- [FTP Export Profile](/crm/admin-setup/export-webhook-profiles/ftp-export-profile.md)
- [Export Webhook Field Mapping Options](/crm/admin-setup/export-webhook-profiles/export-webhook-field-mapping-options.md)
- [Zones](/crm/admin-setup/zones.md)
- [Blacklist](/crm/admin-setup/blacklist.md)
- [Event Logs](/crm/admin-setup/event-logs.md)
- [Test Cards](/crm/admin-setup/test-cards.md)
- [Legacy Data Import](/crm/admin-setup/legacy-data-import.md)
- [CheckoutChamp PGP Encryption Procedures](/crm/admin-setup/legacy-data-import/checkoutchamp-pgp-encryption-procedures.md)
- [Migrating Data From a Processor To Checkout Champ](/crm/admin-setup/legacy-data-import/migrating-data-from-a-processor-to-checkout-champ.md)
- [Plugins](/crm/plugins.md)
- [Accounting](/crm/plugins/accounting.md)
- [QuickBooks Online Plugin](/crm/plugins/accounting/quickbooks-online-plugin.md)
- [Affiliate Systems](/crm/plugins/affiliate-systems.md)
- [Everflow Integration](/crm/plugins/affiliate-systems/everflow-integration.md)
- [Trackfiliates](/crm/plugins/affiliate-systems/trackfiliates.md)
- [Analytics and Reporting](/crm/plugins/analytics-and-reporting.md)
- [Wicked Reports](/crm/plugins/analytics-and-reporting/wicked-reports.md)
- [Hyros](/crm/plugins/analytics-and-reporting/hyros.md)
- [Authentication](/crm/plugins/authentication.md)
- [PAAY](/crm/plugins/authentication/paay.md): At PAAY, It's simple. We increase payment authorizations, reduce unnecessary chargebacks and seamlessly monitor for fraud.
- [Authenticating with PAAY 3DS on Landers](/crm/plugins/authentication/paay/authenticating-with-paay-3ds-on-landers.md)
- [PAAY 3RI](/crm/plugins/authentication/paay-3ri.md): Version 2.2 of 3D Secure (3DS) introduced Requestor-Initiated (3RI) authentications, also known as merchant-initiated authentications.
- [Chargeback Management](/crm/plugins/chargeback-management.md)
- [Fraud Deflect](/crm/plugins/chargeback-management/fraud-deflect.md): Proactive Fraud Management Solutions
- [Ethoca](/crm/plugins/chargeback-management/ethoca.md)
- [Midigator](/crm/plugins/chargeback-management/midigator.md)
- [Optimal Alerts](/crm/plugins/chargeback-management/optimal-alerts.md)
- [ChargebackHelp](/crm/plugins/chargeback-management/chargebackhelp.md)
- [Data Sources](/crm/plugins/data-sources.md)
- [AppLovin](/crm/plugins/data-sources/applovin.md)
- [Big Commerce](/crm/plugins/data-sources/big-commerce.md)
- [BigCommerce Checkout Redirect](/crm/plugins/data-sources/big-commerce/bigcommerce-checkout-redirect.md): This article provides the necessary steps to establish the BigCommerce Checkout Redirect
- [ClickBank](/crm/plugins/data-sources/clickbank.md)
- [Churn buster](/crm/plugins/data-sources/churn-buster.md)
- [Facebook Marketplace](/crm/plugins/data-sources/facebook-marketplace.md)
- [FFL Scope](/crm/plugins/data-sources/ffl-scope.md)
- [FluidPay Account Updater](/crm/plugins/data-sources/fluidpay-account-updater.md)
- [Google Shopping](/crm/plugins/data-sources/google-shopping.md)
- [Gorgias](/crm/plugins/data-sources/gorgias.md)
- [HubSpot](/crm/plugins/data-sources/hubspot.md)
- [Listrak](/crm/plugins/data-sources/listrak.md): Products and Orders are sent to Listrak to deliver successful campaigns and insights in Listrak. There is also an option to track activity on your site.
- [OpenBorder](/crm/plugins/data-sources/openborder.md)
- [Paperform](/crm/plugins/data-sources/paperform.md)
- [Re:amaze](/crm/plugins/data-sources/re-amaze.md)
- [Recharge](/crm/plugins/data-sources/recharge.md)
- [ShipEngine](/crm/plugins/data-sources/shipengine.md)
- [Shopify](/crm/plugins/data-sources/shopify.md): The Shopify plugin provides the ability to pull all Shopify products into CheckoutChamp and push variant metafields back to Shopify automatically.
- [Use Shopify Products Without Shopify Redirect](/crm/plugins/data-sources/shopify/use-shopify-products-without-shopify-redirect.md)
- [Octane AI](/crm/plugins/data-sources/shopify/octane-ai.md)
- [Smarty](/crm/plugins/data-sources/smarty.md)
- [Triple Whale](/crm/plugins/data-sources/triple-whale.md)
- [WooCommerce](/crm/plugins/data-sources/woocommerce.md)
- [Using WooCommerce Catalog with Checkout Page](/crm/plugins/data-sources/woocommerce/using-woocommerce-catalog-with-checkout-page.md)
- [Zapier](/crm/plugins/data-sources/zapier.md)
- [Zendesk](/crm/plugins/data-sources/zendesk.md)
- [DataDojo](/crm/plugins/data-sources/datadojo.md)
- [ViralSweep](/crm/plugins/data-sources/viralsweep.md)
- [Debt Collection](/crm/plugins/debt-collection.md)
- [Email Service Providers](/crm/plugins/email-service-providers.md)
- [Email Service Provider Plugins](/crm/plugins/email-service-providers/email-service-provider-plugins.md)
- [Email Service Provider General Set Up](/crm/plugins/email-service-providers/email-service-provider-general-set-up.md)
- [Active Campaign Deep Integration](/crm/plugins/email-service-providers/active-campaign-deep-integration.md)
- [Attentive](/crm/plugins/email-service-providers/attentive.md)
- [Constant Contact](/crm/plugins/email-service-providers/constant-contact.md)
- [ConvertKit](/crm/plugins/email-service-providers/convertkit.md)
- [InboxFirst](/crm/plugins/email-service-providers/inboxfirst.md)
- [Infusionsoft/Keap](/crm/plugins/email-service-providers/infusionsoft-keap.md)
- [Klaviyo](/crm/plugins/email-service-providers/klaviyo.md)
- [Mailchimp](/crm/plugins/email-service-providers/mailchimp.md)
- [Maropost](/crm/plugins/email-service-providers/maropost.md)
- [Omnisend](/crm/plugins/email-service-providers/omnisend.md): Omnisend is an Email Service Provider that supports email and SMS marketing based on event tracking and other segmentation of contacts.
- [Ontraport](/crm/plugins/email-service-providers/ontraport.md)
- [Postscript](/crm/plugins/email-service-providers/postscript.md)
- [SendLane](/crm/plugins/email-service-providers/sendlane.md)
- [Sendgrid](/crm/plugins/email-service-providers/sendgrid.md)
- [TxtFlo](/crm/plugins/email-service-providers/txtflo.md)
- [Yotpo](/crm/plugins/email-service-providers/yotpo.md)
- [Reviews](/crm/plugins/email-service-providers/yotpo/reviews.md)
- [Express Consent](/crm/plugins/express-consent.md)
- [Expressed Consent](/crm/plugins/express-consent/expressed-consent.md)
- [Expressed Consent CRM Configuration](/crm/plugins/express-consent/expressed-consent-crm-configuration.md)
- [Expressed Consent Guidelines](/crm/plugins/express-consent/expressed-consent-guidelines.md)
- [FlexPay](/crm/plugins/flexpay.md): FlexPay is the most dynamic credit card decline tool available. There is no easier way to collect declined dollars on the planet.
- [Fraud Services](/crm/plugins/fraud-services.md)
- [Fraud Manager](/crm/plugins/fraud-services/fraud-manager.md)
- [Kount Enterprise](/crm/plugins/fraud-services/kount-enterprise.md)
- [Device Data Collector Pixel (DDC Pixel)](/crm/plugins/fraud-services/device-data-collector-pixel-ddc-pixel.md)
- [IPQS](/crm/plugins/fraud-services/ipqs.md)
- [NoFraud](/crm/plugins/fraud-services/nofraud.md)
- [Fulfillment Houses](/crm/plugins/fulfillment-houses.md)
- [General Fulfillment House Setup](/crm/plugins/fulfillment-houses/general-fulfillment-house-setup.md)
- [AliExpress](/crm/plugins/fulfillment-houses/aliexpress.md)
- [Amware](/crm/plugins/fulfillment-houses/amware.md)
- [CJ Dropshipping](/crm/plugins/fulfillment-houses/cj-dropshipping.md)
- [DesktopShipper](/crm/plugins/fulfillment-houses/desktopshipper.md)
- [FTP Fulfillment Option](/crm/plugins/fulfillment-houses/ftp-fulfillment-option.md)
- [Fulfillment by Amazon](/crm/plugins/fulfillment-houses/fulfillment-by-amazon.md)
- [mintsoft](/crm/plugins/fulfillment-houses/mintsoft.md)
- [Pharmacy Hub](/crm/plugins/fulfillment-houses/pharmacy-hub.md)
- [ShipBob](/crm/plugins/fulfillment-houses/shipbob.md)
- [Shiphero](/crm/plugins/fulfillment-houses/shiphero.md)
- [ShipStation](/crm/plugins/fulfillment-houses/shipstation.md)
- [Save Rack](/crm/plugins/fulfillment-houses/save-rack.md)
- [Store Pickup](/crm/plugins/fulfillment-houses/store-pickup.md)
- [Zendrop](/crm/plugins/fulfillment-houses/zendrop.md): Zendrop is the all-in-one dropshipping platform. Discover winning products. Find the lowest costs. Enjoy fast and reliable shipping.
- [Identity Verification](/crm/plugins/identity-verification.md)
- [1account](/crm/plugins/identity-verification/1account.md)
- [AgeChecker.net](/crm/plugins/identity-verification/agechecker.net.md)
- [ID.me](/crm/plugins/identity-verification/id.me.md)
- [IVR Systems](/crm/plugins/ivr-systems.md)
- [List Management Services](/crm/plugins/list-management-services.md)
- [Red Crane Media](/crm/plugins/list-management-services/red-crane-media.md)
- [Sociallity](/crm/plugins/list-management-services/sociallity.md)
- [Membership Services](/crm/plugins/membership-services.md)
- [Circle.so Webhook Guide](/crm/plugins/membership-services/circle.so-webhook-guide.md)
- [General Membership Club Plugin Setup](/crm/plugins/membership-services/general-membership-club-plugin-setup.md)
- [CustomClub](/crm/plugins/membership-services/customclub.md)
- [MemberMouse](/crm/plugins/membership-services/membermouse.md)
- [Kajabi Webhook Guide](/crm/plugins/membership-services/kajabi-webhook-guide.md)
- [Phone Switches](/crm/plugins/phone-switches.md)
- [ViciDial](/crm/plugins/phone-switches/vicidial.md)
- [Ytel](/crm/plugins/phone-switches/ytel.md)
- [Five9 Sales Agent Call Pop](/crm/plugins/phone-switches/five9-sales-agent-call-pop.md)
- [Rewards](/crm/plugins/rewards.md)
- [LoyaltyLion](/crm/plugins/rewards/loyaltylion.md)
- [Stamped](/crm/plugins/rewards/stamped.md)
- [RMA Services](/crm/plugins/rma-services.md)
- [FedEx Returns](/crm/plugins/rma-services/fedex-returns.md): The FedEx Returns plugin allows for a simple label to be sent to customers upon issuing an RMA.
- [Sales Call Tracking Services](/crm/plugins/sales-call-tracking-services.md)
- [Shipping Carriers](/crm/plugins/shipping-carriers.md)
- [DHL](/crm/plugins/shipping-carriers/dhl.md)
- [USPS](/crm/plugins/shipping-carriers/usps.md)
- [Shipping Insurance](/crm/plugins/shipping-insurance.md)
- [InsureShip](/crm/plugins/shipping-insurance/insureship.md): We offer the option to add insurance to your checkout cart, providing additional protection and peace of mind to your customers while simultaneously increasing your profitability during checkout
- [Route](/crm/plugins/shipping-insurance/route.md)
- [SMS](/crm/plugins/sms.md)
- [ClickSend (Data Shuttle)](/crm/plugins/sms/clicksend-data-shuttle.md)
- [Twilio SMS Setup](/crm/plugins/sms/twilio-sms-setup.md)
- [SendPlex SMS Plugin](/crm/plugins/sms/sendplex-sms-plugin.md)
- [SMTP Maintenance](/crm/plugins/smtp-maintenance.md)
- [SMTP Maintenance Setup](/crm/plugins/smtp-maintenance/smtp-maintenance-setup.md): Add your SMTP server to your CheckoutChamp account.
- [Sendgrid SMTP Profile](/crm/plugins/smtp-maintenance/sendgrid-smtp-profile.md)
- [Maropost SMTP Profile](/crm/plugins/smtp-maintenance/maropost-smtp-profile.md)
- [Gmail SMTP Profile](/crm/plugins/smtp-maintenance/gmail-smtp-profile.md)
- [Tax Services](/crm/plugins/tax-services.md)
- [Avalara Tax](/crm/plugins/tax-services/avalara-tax.md)
- [Enabling and Setting Up the Avalara AvaTax Plugin](/crm/plugins/tax-services/avalara-tax/enabling-and-setting-up-the-avalara-avatax-plugin.md)
- [Add Avalara Tax to a Campaign](/crm/plugins/tax-services/avalara-tax/add-avalara-tax-to-a-campaign.md)
- [Add Tax Code to Products](/crm/plugins/tax-services/avalara-tax/add-tax-code-to-products.md)
- [Add Freight Tax to Shipping](/crm/plugins/tax-services/avalara-tax/add-freight-tax-to-shipping.md)
- [Avalara Tax - Order Entry](/crm/plugins/tax-services/avalara-tax/avalara-tax-order-entry.md)
- [InterPayments](/crm/plugins/tax-services/interpayments.md): Take back control of credit card fees with a Managed Surcharge Provider. Compliance guaranteed, with indemnification.
- [Kintsugi](/crm/plugins/tax-services/kintsugi.md)
- [Numeral](/crm/plugins/tax-services/numeral.md)
- [Add Numeral to Campaigns](/crm/plugins/tax-services/numeral/add-numeral-to-campaigns.md)
- [TaxJar](/crm/plugins/tax-services/taxjar.md)
- [Add TaxJar to Campaigns](/crm/plugins/tax-services/taxjar/add-taxjar-to-campaigns.md)
- [Add Tax Code to Products](/crm/plugins/tax-services/taxjar/add-tax-code-to-products.md)
- [Add Freight Tax Code to Shipping](/crm/plugins/tax-services/taxjar/add-freight-tax-code-to-shipping.md)
- [TaxJar Address Verification- Customer Service/ Order Entry](/crm/plugins/tax-services/taxjar/taxjar-address-verification-customer-service-order-entry.md)
- [TaxJar Support Page](/crm/plugins/tax-services/taxjar/taxjar-support-page.md)
- [Telehealth](/crm/plugins/telehealth.md)
- [Beluga EHR](/crm/plugins/telehealth/beluga-ehr.md)
- [Telegra](/crm/plugins/telehealth/telegra.md)
- [Upsell](/crm/plugins/upsell.md)
- [G Scale Media](/crm/plugins/upsell/g-scale-media.md)
- [Frequently Asked Questions (FAQS)](/crm/frequently-asked-questions-faqs.md)
- [General CRM Questions](/crm/frequently-asked-questions-faqs/general-crm-questions.md)
- [Order Processing Questions](/crm/frequently-asked-questions-faqs/order-processing-questions.md)
- [Fulfillment Questions](/crm/frequently-asked-questions-faqs/fulfillment-questions.md)
- [Reporting Questions](/crm/frequently-asked-questions-faqs/reporting-questions.md): Below you will find answers to commonly asked Reporting questions:
- [Affiliate Tracking Questions](/crm/frequently-asked-questions-faqs/affiliate-tracking-questions.md)
- [Developer Questions](/crm/frequently-asked-questions-faqs/developer-questions.md)
- [Builder Questions](/crm/frequently-asked-questions-faqs/builder-questions.md)
- [How-to articles](/crm/frequently-asked-questions-faqs/how-to-articles.md)
- [Force Bill a Purchase](/crm/frequently-asked-questions-faqs/how-to-articles/force-bill-a-purchase.md)
- [Submit a Support Ticket](/crm/frequently-asked-questions-faqs/how-to-articles/submit-a-support-ticket.md)
- [Click-to-Cancel](/crm/click-to-cancel.md)
