Welcome to our comprehensive training program. The Dex interactive training courses are designed to help you streamline lead management, application tracking and portfolio oversight! The training courses encompass learning modules composed of many training methods including step-by-step tutorials, video guides, FAQs, and simulators.
In addition to interactive training courses, PDF guides and Video guides for each module in Dex can be found below.
Click Here to view the Interactive Training Course to help you get started in Dex!
Welcome to Dex
Dashboards in Dex
Registering your account in Dex
Sandbox Accounts
Managing more than 1 user account in Dex - Switching Accounts
Click Here to view the Interactive Training Course to help you Keep your Account Secure in Dex!
Multi-Factor Authentication
Browser Cookies
Managing IP Addresses
Resetting your Password
Rate Plans & Pricing Sheets
Click Here to view the Interactive Training Course to help you create and manage Rate Plans & Pricing Sheets!
Add a Sales Rep
Create New Rate Plans / Pricing Sheets
Inviting Merchants
Search & Edit Rate Plans / Pricing Sheets
Merchant Applications
Click Here to view the Interactive Training Course to help you with Managing and Tracking Merchant Applications!
Inviting Merchants
Adding Documents
Viewing & Exporting Applications
Users
Click Here to view the Interactive Training Course to help you with managing Users in Dex!
Understanding Roles
Inviting New Users
Viewing Users
Resending Invites