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published in Getting Started With Alliant

Overview Platform Fee Management Propelr Global Payments/OpenEdge Important Considerations General Compliance Requirements 1. Do Not Charge More Than Your Cost of Acceptance 2. Card Network Surcharge Caps 3. States With A Lower Cap 4. States Whe

520

3 months ago

Knowledge Base TeamTEXO

published in LinenFinder LeadFlow

LinenFinder LeadFlow - Outlook Calendar Synchronization

Overview Microsoft Azure Setup Register Application Create Client Secret Configuration in LinenFinder LeadFlow Sync with Outlook Important Steps Before Synchronizing Sync LeadFlow Calendar and Outlook Troubleshoot Sync Issues Reset the Calendar A

760

6 months ago

Knowledge Base TeamTEXO

published in LinenFinder LeadFlow

LinenFinder LeadFlow - Contacts Import Guide

Overview Steps Required Fields Optional Fields Completing the Process Importing Contacts to LeadFlow OverviewThis guide will walk you step by step through how to complete your Contacts Import file to be uploaded to LinenFinder LeadFlow and include

470

6 months ago

Knowledge Base TeamTEXO

published in LinenFinder LeadFlow

LinenFinder LeadFlow - Article and Video Guide

OverviewThis guide includes articles with step-by-step instructions along with a video walkthrough that visually demonstrates each workflow. A full YouTube playlist is included containing all LeadFlow training videos to use during implementation.Lead

1410

7 months ago

Knowledge Base TeamTEXO

published in LinenFinder LeadFlow

LinenFinder LeadFlow - Password Reset Methods

Overview When to Use Each Method Method 1: Reset Password from Login Screen Method 2: Logged-In User Changes Their Own Password Method 3: Employee Requires Assistance Changing PasswordOverviewThis article explains the available methods for changing o

470

7 months ago

Knowledge Base TeamTEXO

published in Getting Started With Alliant

2026 Holiday Closure Schedule

Company Holiday Closures - 2026The TEXO offices are closed on the following holidays throughout the year.During these dates, normal business operations and support services will be unavailable. Urgent issues can be addressed 24/7 through our After-Ho

5110

7 months ago

Knowledge Base TeamTEXO

published in LinenFinder LeadFlow

LinenFinder LeadFlow - Creating and Applying Tags to Opportunities

Overview Creating New Tags Method 1: Configuration Menu (Sales Manager Users) Method 2: Opportunity Edit Screen Applying Tags to Opportunities Viewing Opportunities with Tags Filtering by Specific Tag NamesOverviewTags allow you to categorize and a

460

7 months ago

Knowledge Base TeamTEXO

published in LinenFinder LeadFlow

LinenFinder LeadFlow - Pipeline Analysis Report

Overview Steps Pipeline Analysis Page Overview Search and Filter Options Measure Options View Options Using Graph View Using Pivot View Using List View Example Screenshots Bar Chart Pie Chart Video ResourceOverviewLinenFinder LeadFlow manages th

680

8 months ago

Knowledge Base TeamTEXO

published in LinenFinder LeadFlow

LinenFinder LeadFlow - Adding and Adjusting Pipeline Stages

OverviewPipeline stages help LinenFinder LeadFlow users quickly manage and track opportunities by organizing them into customizable statuses. These stages provide a clear view of where each opportunity sits within the sales process.Sales manager user

680

8 months ago

Knowledge Base TeamTEXO

published in LinenFinder LeadFlow

LinenFinder LeadFlow - How to Schedule Activities

Overview Scheduling an Activity Activity Action Buttons Scheduling an Action (To-Do) Scheduling a Call Scheduling a Meeting Scheduling an Email Viewing All Activities Video ResourceOverviewActivities such as phone calls, emails, and follow-up action

820

8 months ago

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Laundry Talks Podcast

S2 EP2:Rising from the Ashes with Tammy Holmgren - Spotless Uniform & Linen

In Episode 2 of Laundry Talks Season 2, host Eric Smith sits down with Tammy Holmgren from Spotless Uniform and Linen to discuss what it really takes to rebuild and lead through adversity. In this inspiring conversation, Tammy shares how her company navigated a devastating fire, the leadership lessons learned during recovery, and how resilience, culture, and a people-first mindset helped transform one of the toughest moments in the company's history into an opportunity for growth. Whether you're a business owner, manager, or industry professional, this episode offers valuable insights on overcoming challenges and leading with purpose. Listen now on your preferred platform!

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