Table of Contents
Login to Delta 1st CRM PP #
Link: https://pp-crm.wnbpos.live/
Click 4 box square (Apps) #
Found on the top left-hand corner.

Click Customers #

Click the “+” button #
Located on the top right corner.

Insert Information #
- DBA Name in Customer Name

- Contact Title dropdown: Select “Owner”.

- Contact Name: Insert the Ownerโs Name.

- MCC/SIC code assigned by Underwriting.

- Phone number of the business.

- Email address for the business.

- Enter the physical address in the Address section.
If Corporate and Physical address are the same, insert the corporate address.

Branch Selection #
- Click “Select/Change Branch”.
- Choose “The Woodlands”.
- Click “Apply”.

Sales Agent Selection:
- Click “Select More”.
- Choose “John Walker”.
- Click “Apply”.

Save the information:
- Select “Save” in the bottom right corner.

Software Configuration #
- Select the Software tab.

- Click “+ Add”.

- Select the industry dropdown and choose the appropriate configuration from the ACH/Coversheet.

- Choose configurations from the ACH/Coversheet:
- Delta 1st Enhanced: “VPC ENHANCED ‘VERTICLE’ 8-1-24”.
- Delta 1st Lite: “VPC LITE ‘VERTICLE’ 8-1-24”.
- Delta 1st Xpress: “VPC XPRESS ‘VERTICLE’ 10-29-24”.
- Enhanced with Cash Discounting: “CDP VPC ENHANCED ‘VERTICLE’ 9-30-2024”.
- Lite with Cash Discounting: “CDP VPC LITE ‘VERTICLE’ 10-28-2024”.
- Do not choosing the two PAX options.

POS Instance
- Click status from “Pending” to “Create POS Instance”.

Company Information:
- In the Website section, create a website using the DBA name.
Example: http://www.dbatest.com

- Select the corresponding Time Zone using the physical address.

Go To Store Information:
- Enter the DBA Name in the Store Name section.

- Select the corresponding Time Zone using the physical address.

- Enter the MID assigned by Underwriting in the MID section.

- Click “Save” in the bottom right corner.
