Company

Credit Monitoring Screen

• Credit Monitoring Screen

Spanish Feature

• Full Walkthrough of the Spanish Version
• Purpose of the Spanish Template Button
• Creating Spanish Emails
• Creating Spanish Contracts

Team Messages

• Team Message

Employees/Outsources

• Restrict and Assign Customers
• Customer Screen Permissions
• Employee Permission
• Roles
• Employees/Outsourcers

Notification/Automation

• Notification/Automation
• Mobile Push Notification
• Text Message Training
• A2P 10DLC Registration Overview
• Zapier Integration
• SMS with Twilio Overview

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Manage Portal Content

• Manage Portal Content

Manage Emails

• Troubleshooting: Not Receiving Emails
• Automated Dispute Rounds Email
• Manage Emails
• Credit Monitoring Add/Update Request
• Happy Birthday Email
• Control Individual Email Schedule

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Quick Import/Credit Analysis

• Quick Import/Credit Analysis

Client Auto Signup

• Client Auto Sign Up Training Video
• Sign Up Basic Settings Training Video
• Client Auto Sign Up Walkthrough Video
• Adding Credit Monitoring Credentials
• Free Credit Audit Flow With Client Auto Signup
• Single Credit Card Authorization Form

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Digital Contracts

• Digital Contracts - Overview
• Single Dispute Authorization Signature
• Dispute Authorization Signature
• How to Send a Contract with Client Auto Sign-Up Process
• Pay Per Deletion Contract
• Redirect URL

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Company Settings

• Set Up Your Company Settings
• Customize Brand Color
• Client Tracking Portal
• Lead Credit Monitoring Request Form

Image/Document

• Image & Document Training Video