How do I set up industries and associate them with MCA merchants?

Created by MCA Suite Support Team, Modified on Wed, 29 May, 2024 at 2:20 PM by MCA Suite Support Team

Industries can be set up in MCA Suite to allow you to categorize merchants seeking a merchant cash advance (MCA), and help you track the industries yielding the most successful leads.


 To set up "Industries," locate and click on the "Settings" icon on the left hand menu bar:



Clicking on the "Settings" icon will take you to the MCA Suite settings page. Locate and click on the "Industry" button.



Clicking on the "Industry" button will take you to the Industry Setup page where you can add or modify industries:



Industries created in the Industry Setup page will appear on the Application page, inside the Company tab's Industry Dropdown area.



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