Part 2: Create a client

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In this article, we’ll go over how to create a new client/lead profile, turn on portal access, assign your client/lead to a team member, and other related settings.

 

Table of contents:

 

To start, make sure you have the following:

 

Creating a client profile - Step by step

To add a new client profile to your account, follow the steps outlined below:

  1. Log in to your Credit Repair Cloud account


  2. Click on Add a New Client under Quick Start

    New_OFC_1-001.png

  3. Complete the form with your client’s information

    New_OFC_1-002.png

  4. Under Status select Client

    New_OFC_1-003.png


  5. (Optional) If you need to assign this client to a specific affiliate, select the affiliate under Referred By


  6. (Optional) Right below Assigned To you can select the team member(s) that will be assigned to this specific client


  7. (Recommended) Set Portal Access to On

    New_TPAFC_1-001.png


  8. Select an Agreement from the dropdown menu

    New_TPAFC_1-002.png

      Important Note

    Your agreement choice for a client can be changed once you set it in this step. We do not recommend selecting "No Agreement" unless this is for a free or test client. Choosing “No Agreement” will lock the client profile from being able to have their agreement reset.

     

  9. Select English or Spanish as the Portal Language for your client’s onboarding process

    New_TPAFC_1-003.png

  10. Click on Save

    N-OFC_1-005.png


    This will save your client’s profile and send an automated email so they can set their login details.

 

What you can do now:

 

Other related articles:

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