Managing Your Clients
Everything you need to know to manage your clients within Credit Repair Cloud.
My Clients
- Tasks & Events
- Lead Capture Landing Page
- How to reset my Default Client Agreement
- Exporting clients and leads in a CSV file
- Can I change an agreement that was saved to a client profile?
- How do I delete the Sample Client?
Online Report
- Discontinued report provider transition
- How to use our Import feature
- Can I delete a client's credit report items and start over?
- Importing Credit Reports vs. Manual - Which is faster?
- Change Report/Monitoring provider for my client
- Reimport Credit Reports