Progress: 15 of 30 Days

Day 15 Feature: Client Portal Access

Today you'll learn how to provide your customers with access to the Client Portal.

The Client Portal allows customers to access important information and stay connected throughout the credit repair process.

Why This Matters

Providing portal access gives customers a convenient way to view their information, documents, and updates in one place.

A client portal can help improve communication, reduce repetitive questions, and create a better customer experience.

This training will show you how to update a customer from Lead or No Portal status to Active status and provide access to the Client Portal.

Step 1:

Open a Customer Profile

Navigate to a customer record within CDM and review the customer's current status.

Identify whether the customer is currently listed as a Lead or No Portal.

Step 2:

Update the Customer Status

Change the customer's status to Active.

Review the available portal settings and verify that portal access has been enabled.

Step 3:

Verify Portal Access

Confirm that the customer now has access to the Client Portal.

Review the information and features that will be available to customers once they log in.

Update a customer from Lead or No Portal status to Active status and provide Client Portal access.

If you need assistance providing Client Portal access or updating customer status, attend a live training session or contact our Support Team.

We're here to help you succeed.