How can I send CHS invites to clients/leads?

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We’ve made it super easy for you to invite your clients or leads to sign up for Credit Hero Score.
Follow the steps below to learn how to take advantage of the invites feature.

 

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?

  1. Log in to your Credit Repair Cloud account

  2. Click on Clients

    ACCHSA_1-001.png


  3. Click on your client’s or lead’s name

    ACCHSA_1-002.png

  4. Click on Send Invite

    ICHS_1-001.jpeg


  5. Select an option below Send Invite By

    The available options are Email and Manually send unique link to client.

    ICHS_New_1.png

  6. Click on Send Invite

    ICHS_New_2.png


    ICHS_1-008.png

 

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.

  1. Log in to your Credit Repair Cloud account

  2. Click on My Company

    ICHS_2-001.jpeg

  3. Click on Automated Notifications

    ICHS_2-002.png

  4. Scroll down and check the boxes next to Automated notification when lead/client completes sharing of Credit Hero Score credentials through invite flow for each team member as needed

    ICHS_2-003.png

 

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