
We have created a log in and landing page API for use on your own web pages. Follow the instructions below for simple installation.
If you have a question not stated below, please call us at
(858) 754-9035 or sales agent directly.elow
See a list of sales agents ![]()
Login Code
This code can be put on any web site page you choose. Please be sure to change the site name to your companies name. The type shown in bold below is what you need to replace.
http://COMPANYNAME.appprocessor.com/login.asp
Source Code:
<form action="http://COMPANYNAME.appprocessor.com/login.asp" method="post" name="form1" id="form1">
<input type="hidden" name="login" value="1" />
<table width="38" border="0" cellspacing="0" cellpadding="2"><tr>
<td width="34%"><input type="text" name="username" value="" maxlength="15" size="15" style="font-size:10px" /></td>
<td width="34%"><input type="password" name="password" value="" maxlength="15" size="15" style="font-size:10px" /></td>
<td width="32%"><input type="submit" name="l_signin" value="LOG IN" /></td>
</tr></table></form>
The code above produces this:
Insert codes for Email Templates
Do you want to create your own emails to send within the system?
Well we have made it pretty simple. Create your own email (with no formatting) just text and accompany it with a formatted version and we can add it to your list of templates.
You can use the following fields within a template.
Support Help Videos
Setting up your administrators
Setting up your consultants
Setting up your other users
Explaining sorting of leads
Sending emails to clients
Customer invoices
Consultant invoices
Taking an application
Note taking
Managing sources
Disbursing leads
Prospect flow
Progress flow
Understanding Approval Flow
Sent Via email/fax/mailed
Notes with date time stamp
Agreements -viewing, emailing
Document depository
Uploading customer documents
Links and next steps to take.
Search box.
Calendar
Schedule
Activity and user history