We’ve made it super easy for you to invite your clients or leads to sign up for Credit Hero Score.
In this article, you will learn about:
To start, make sure you have the following:
Video Overview:
How can I invite my clients/leads to sign up for Credit Hero Score?
Click on Clients
Click on your client’s or lead’s name
Click on Send Invite
Select an option below Send Invite By
The available options are Email and Manually send unique link to client.
Click on Send Invite
Will I be notified when my client/lead shares their credentials through the Credit Hero Score invite?
If you would like to be notified of every client or lead that completes the CHS invite flow, please follow the steps below.
Click on My Company
Click on Automated Notifications
Locate the Automated notification when lead/client completes sharing of Credit Hero Score credentials through invite flow section
Select the team members you want to notify