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.
In this article, you will learn about:
To start, make sure you have the following:
- A Credit Repair Cloud account - Sign up for a free trial here!
- Turn on/enable and customize Onboarding Tasks
- Complete your Company Profile
- Complete your Team Member Profile (if applicable)
- Set up your online agreement
- Download a FREE copy of the Credit Repair Business Flow Chart
Creating a client or lead profile - Step by step
- Log in to your Credit Repair Cloud account
- Click on Add a New Client under Quick Start
- Complete the form with your lead's/client’s information
- Under Status, select Client or Lead as needed
- (Optional) If you need to assign this lead/client to a specific affiliate, select the affiliate under Referred By
- (Optional) Right below Assigned To you can select the team member(s) that will be assigned to this specific lead/client
- (Recommended) Set Portal Access to On
Portal access can’t be enabled for leads. Once you set them as a client you can turn it on.
- Select an Agreement from the dropdown menu
This step only applies when adding a new client.
Important Note
Your agreement choice for a client can be reset once you set it here if needed. We do not recommend selecting "No Agreement" unless this is for a free client. Choosing “No Agreement” will lock the client profile from being able to have their agreement reset.
- Select English or Spanish as the Portal Language for your client’s onboarding process
This step only applies when adding a new client.
- Click on Save
What you can do now:
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