Settings
Your record on the desk. Territory, split and quota are set in the agent agreement and shown here — they are not editable from this screen by design.
BOARDED
9of 12
VOLUME
$3.4Mof $4.0M
TO QUOTA
3merchants
QUOTA — 2026
Merchants boarded9 / 12
Processing volume$3.4M / $4.0M
RECORD
NameD. Whitfield
RoleSenior agent
ManagerK. Osei
TerritoryMountain & Pacific
Time zoneAmerica/Denver
Emaild.whitfield@altiraspay.cloud
Phone(801) 555-0114
On the desk sinceJan 2026
Commission split
35% of the Altiras margin, per the agent agreement
REFERRAL LINKS
General214 opened · 18 started
Attribution holds for 90 days from first click.
Trade show — Denver61 opened · 7 started
Separate link so the source is recorded correctly.
Referral partner — Ferris22 opened · 4 started
Existing merchant referring into the same category.
NOTIFICATIONS
Application returned to a merchant
The most time-sensitive event on the desk.
Underwriting decision issued
Approved, declined or conditioned.
Deal idle for 14 days
The threshold the pipeline flags at.
New lead in the shared pool
Unassigned leads matching your territory.
Residual statement posted
Monthly, on the 15th.
Merchant volume falls 20% month over month
A relationship signal, not a compliance one.
Nothing here changes what you can see.
Notification preferences control what reaches you, not what you have access to. Agent scope is enforced at the row level and no setting on this page widens it.