Managing Your Account

My Account

• How To Obtain Your Certificate Of Completion For Your Training Courses
• Can I pause my account/put it on hold?
• Upgrades, Downgrades, Add-Ons and Account Changes
• How are leads and prospects counted towards my account limit?
• How do I get a new password for my account?
• What additional features do I get if I upgrade my account?

See all 7 articles

Payment Processing

• Setting up Billsby for recurring payments
• Add an address to your invoices
• Handling card declines
• How do I create an invoice for a client?

Roles and Permissions

• How to create a new role for my team members
• How do I change team member permissions?

My Team Members

• How to automatically assign new Clients and Leads to team members
• How do I add team members?

Affiliates

• How do my affiliates give me leads?
• How do I add an affiliate in Credit Repair Cloud?