Progress: 3 of 30 Days

Day 3 Feature: Manage Customer

Every client journey begins with a customer record. Today you'll create your first customer profile inside CDM.

This is where you'll begin building the customer records you'll manage throughout the platform.

Why This Matters

Every credit repair business needs a customer record before work can begin.

Customer profiles help you keep important information organized and create a central location for managing customer activity. As you continue through the Fast Start Guide, many of the tools you'll learn will connect directly to the customer record you create today.

Where to Click

This training will walk you through how to create and manage customer profiles inside CDM.

What To Do Inside CDM

Step 1: 

Navigate to Customer Section in the Menu

Log into your CDM account and locate the Customer section.

Click the option to add a new customer

Step 2: 

Enter the customer's basic information, including:

• First Name
• Last Name
• Address
• Email Address
• Phone Number
• SSN (optional)
• DOB (optional)
• Address (optional)

You may use a test customer if you're still learning the software.

Step 3: 

Save and Review the Customer Record

Save the customer profile and review the information you entered.

Take a few minutes to explore the customer screen so you can see where future activities, notes, documents, disputes, and communications will be managed.

Your Goal Today

Add one test customer or real customer inside CDM.

Create your first customer profile and become comfortable navigating the customer management area

Need Help?

If you need assistance you can ask support to explain any section you do not understand:

• Click Here to Visit the Different Support Channels 

• Click Here to Join a Live Training Session

   

We're here to help you succeed.

Go to Next Action — Day 4: Understand The Client Profile ➡️