@php( $noCardView = true ) @php( $header_buttons = isset($exportRoute) ? [' Export'] : [] ) @php( $headerOption = \App\Http\Controllers\Controller::getHeaderOptions( $title ?? '', $subTitle ?? '', isset($filters) ? $filters : [], isset($advancedFilters) ? $advancedFilters : [], $noCardView ?? false, $header_buttons ?? [], $data ?? [] ) ) @extends('admin.layouts.layout', $headerOption) @section('content')

Count of Approved Details

Portfolio Total by Card Type

Card Type Total Transaction
$1,50,240.00 23.957
$475,240.00 8,315
$100,240.00 1.367
$50,240.00 618
$10,40.00 150
Total $2,750,240.00 45,580

Top Performers

Merchant Merchant Transaction
Carnival Restraunt $66,240.00 787
DEL REO Diagnostic $63,140.00 288
Auto Vault Storage $57,200.00 53
Big Spring Vetrinary Diagnostic $31,460.00 150
Market Plus Market Plus 1,045
Top Performer Total $422,270.00 3,393
Portfolio Total $22,402,270.00 45,580

Top Performer by Card Type

Card Type Total Transaction
$1,50,240.00 23.957
$475,240.00 8,315
$100,240.00 1.367
$50,240.00 618
$10,40.00 150
Total $2,750,240.00 45,580

Overview

 Status Today MTD January YTD 2024 Lifetime
Qualifying 0 1 1 2 2 4
Qualifying 0 1 1 2 2 4
Closing 0 0 0 0 0 0
Boarding 1 10 336 346 994 1,340
Dead End 0 0 0 0 0 0
Not Yet Interested 0 0 336 346 994 1,340

Status: Qualifying | Updated: This Month (1 Leads)

Created DBA Status Status Category Sales Rep Assigned User Lead ID Last Modified Last Note Date Last Task Campaign
2/9/25 4:7AM Test Application Brand New Qualifying Edniva Eisavi 1345 2/9/25 4:7AM 2/9/25 4:7AM None None
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Qualifying

 Status Today MTD January YTD 2024 Lifetime
Qualifying - Brand New 0 1 1 2 2 4
Qualifying - Hot Lead 0 1 1 2 2 4
Qualifying - Phone Followup 0 0 0 0 0 0
Qualifying - Appointment for Presentation Set 1 10 336 346 994 1,340
Qualifying - Promised to Fax Statement 0 0 0 0 0 0

Status: Qualifying | Updated: This Month (1 Leads)

Created DBA Status Status Category Sales Rep Assigned User Lead ID Last Modified Last Note Date Last Task Campaign
2/9/25 4:7AM Test Application Brand New Qualifying Edniva Eisavi 1345 2/9/25 4:7AM 2/9/25 4:7AM None None
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Closing

 Status Today MTD January YTD 2024 Lifetime
Closing - Pitched Decision Master 0 0 0 0 0 0
Closing - Statement Received 0 0 0 0 0 0
Closing - Proposal Completed 0 0 0 0 0 0
Closing - Following up for Decision 0 0 0 0 0 0
Closing - Application Sent to Merchant 0 0 0 0 0 0

Status: Closing | Updated: This Month (0 Leads)

Created DBA Status Status Category Sales Rep Assigned User Lead ID Last Modified Last Note Date Last Task Campaign

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  • 1-10 of 10

Underwritting

 Status Today MTD January YTD 2024 Lifetime
Underwriting - Submited Waitiing for Approval 0 0 1 1 0 1
Underwriting - Application Pended 0 0 0 0 0 0
Underwriting - Underwriting Passed - Ready to Board 0 0 0 0 0 0
Underwriting - Application Declined 0 0 0 0 0 0
Underwriting - Application Declined 0 0 0 0 0 0

Status: Underwritting | Updated: This Month (0 Leads)

Created DBA Status Status Category Sales Rep Assigned User Lead ID Last Modified Last Note Date Last Task Assigned

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E-Signature

Status Today MTD January YTD 2024 Lifetime
Generated 0 0 0 0 0 0
Sent 0 0 0 0 0 0
Opened 0 1 1 2 1 0
Pending 0 0 0 0 0 0
Cancelled 0 0 0 0 0 0

Viewing 5 Submitted Documents

E-Sign ID Lead ID Document Name User ID Archived Contact Name Ph No Email Group Lead Status Sendor IP
5 1343 Fiserv MPA ednae No Edniva Eisavi 888-707-2836 edniva@yopmail.com ISO Brand New 76.53.105.98
4 1343 John Doe ednae No Edniva Eisavi 888-707-2836 john@yopmail.com ISO Brand New 76.53.105.98
3 1343 Fiserv MPA ednae No Edniva Eisavi 888-707-2836 edniva@yopmail.com ISO Brand New 76.53.105.98
2 1343 Fiserv MPA ednae No Will Smith 888-707-2836 will@yopmail.com ISO Brand New 76.53.105.98
1 1343 Fiserv MPA ednae No Adam Smith 888-707-2836 adam@yopmail.com ISO Brand New 76.53.105.98
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Boarding

 Status Today MTD January YTD 2024 Lifetime
Boarding - Application Approved 0 0 0 0 0 0
Boarding - Terminal Programming 0 0 0 0 0 0
Boarding - Test Batch Processed 0 0 0 0 0 0
Boarding - Terminal Shipped/VAR Provided 0 0 0 0 0 0
Boarding - Marchant is Live 0 10 336 346 994 1,340

Status: Boarding | Updated: This Month (10 Leads)

Created DBA Status Status Category Sales Rep Assigned User Lead ID Last Modified Last Note Date Last Task Assigned
2/9/25 4:7AM West End Food Stop Merchant is Live Boarding 1345 2/9/25 4:7AM None None None
2/8/25 3:7AM Quest Pediatric Dentist Merchant is Live Boarding 1344 2/8/25 4:7AM None None None
2/7/25 4:7AM Jimenez Diesel Repaire Merchant is Live Boarding 1343 2/7/25 4:7AM None None None
2/6/25 4:7AM Villanueva & Sons Fleet Merchant is Live Boarding 1342 2/6/25 4:7AM None None None
2/5/25 4:7AM Vivid Smoke Shop Merchant is Live Boarding 1341 2/5/25 4:7AM None None None
  • 1-10 of 10

Retention

 Status Today MTD January YTD 2024 Lifetime
Retention - Cancellation Requested 0 0 1 1 0 1
Retention - Attempted To Save 0 0 0 0 0 0
Retention - Active TIN Mismatch 0 0 0 0 0 0
Retention - Cancellation From Received 0 0 0 0 0 0
Retention - Stopped Processing 0 0 0 0 0 0

Status: Retention | Updated: This Month (0 Leads)

Created DBA Status Status Category Sales Rep Assigned User Lead ID Last Modified Last Note Date Last Task Assigned

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  • 1-10 of 10

Invoices

Status Today MTD January YTD 2024 Lifetime
Created $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Sent $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Viewed $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Paid $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Past Due $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

Invoices

# Linked To Submit Date Due Date Amount Taxes Shipping Discount Status Invoice Company Name Company Email

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  • 1-10 of 10

Payments

Status Today MTD January YTD 2024 Lifetime
Sales $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Refunds $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Voids $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Declined $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Total Net $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

Payments

# Gateway Linked To Linked ID Submit Date Sattlement Date Amount Status Customer Name Invoice Description Address

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  • 1-10 of 10

Showing 32 Leads

# Lead ID DBA Status State Group Campaign Source Assigned Users Created At Created By Updated At
1 1343 Test Qualifying Brand New ISO Enda Envis 2/18/2025 10:03 AM Enda Elvis 2/18/2025 10:03 AM
2 1351 EVANGELINE OPTICAL Boarding Merchant Is Live ISO 2/16/2025 10:03 AM System 2/16/2025 04:06 AM
3 1351 EVANGELINE OPTICAL Boarding Merchant Is Live ISO 2/16/2025 10:03 AM System 2/16/2025 04:06 AM
4 1349 MIKES GENERAL STORE Boarding Merchant Is Live ISO 2/13/2025 10:03 AM System 2/13/2025 04:06 AM
5 1350 IVY'S TACKLEBOX Boarding Merchant Is Live ISO Enda Envis 2/13/2025 10:03 AM System 2/13/2025 04:06 AM
6 1347 LANDMARK HOTEL Qualifying Brand New ISO 2/9/2025 10:03 AM System 2/9/2025 04:06 AM
7 1347 WEST END FOOD STOP Boarding Merchant Is Live ISO 2/8/2025 10:03 AM System 2/8/2025 04:06 AM
8 1346 QUEST PEDIATRIC DENTIST Boarding Merchant Is Live ISO 2/7/2025 10:03 AM System 2/7/2025 04:06 AM
9 1345 Test Application Boarding Merchant Is Live ISO 2/6/2025 10:03 AM System 2/6/2025 04:06 AM
10 1344 QUEST PEDIATRIC DENTIST Qualifying Brand New ISO Enda Envis 2/7/2025 10:03 AM System 2/7/2025 04:06 AM
11 1343 JEANERETTE AUTOMOTIVE & Boarding Merchant Is Live ISO 2/7/2025 10:03 AM Enda Elvis 2/7/2025 04:06 AM
12 1342 IVY'S TACKLEBOX Boarding Merchant Is Live ISO 2/5/2025 10:03 AM System 2/5/2025 04:06 AM
13 1341 Test Application Boarding Merchant Is Live ISO 2/4/2025 10:03 AM System 2/4/2025 04:06 AM
14 1340 Test Boarding Merchant Is Live ISO 2/3/2025 10:03 AM System 2/1/2025 04:06 AM
15 1339 WEST END FOOD STOP Qualifying Brand New ISO 2/2/2025 10:03 AM System 2/1/2025 04:06 AM
  • 1-10 of 10
@endsection @push('page_script') @endpush