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How to assign MSRs to Merchants

Here is the guide to assigning MSRs to Momnt Merchants / Assign Merchants

Here is the PDF that should tell you how to assign Merchants based on AGR, territory, etc: https://drive.google.com/file/d/1nBdm6w10-jvqyCBkJlCFLSYH3l6leNBx/view?usp=drive_link

 

Note: if you find that anything in this PDF is out of date, please head to this link and fill out a ticket requesting an update: https://momnt.atlassian.net/servicedesk/customer/portals 

^^ Within this link go to "Team Support" and then "Hubspot Knowledgebase."