How can I send CHS invites to clients/leads?

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: 

• Prerequisites
• How can I invite my clients/leads to sign up for Credit Hero Score?
• Will I be notified when my client/lead shares their credentials through the Credit Hero Score invite?

To start, make sure you have the following:

• A Credit Repair Cloud account - Sign up for a free trial here!
  
  
• A client or lead added to your account

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
   
   
   
   
3. Click on your client’s or lead’s name
   
   
   
   
4. Click on Send Invite
   
   
   
   
5. Select an option below Send Invite By
   
   The available options are Email and Manually send unique link to client.
   
   
   
   
6. 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.

1. Log in to your Credit Repair Cloud account
   
   
2. Click on My Company
   
   
   
   
3. Click on Automated Notifications
   
   
   
   
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