Quick Start

4. Profile, Roles & Permissions

Profile Setup

Upload your photo and enter your contact information for your clients to see. If you have a Multi-User account, you can setup your team members here as well.

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Roles & Permissions

If you have a Multi-User account, you can setup roles like "ADMIN" or "SALES PERSON" etc.. and for each Role you can define what they can and can't access or do in the system.

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5. Contract, Due-In Counter & Letters

Client Agreement

Upload your custom client agreement for your clients to sign, or use the example one we have provided - but be sure to edit it!

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Due-In Counter

Knowing when to do the next credit pull for your client is key - here you can set how many days out you want a reminder (30,45 etc..)

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Letters

We provide a full library of ready to go dispute letters, but here you can edit or add your own custom letters.

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6. Email, SMS & Communications

Email Setup Option 1

Use Our Email System (Email Package Required)

Set the Default Email Address

If you have signed up for a package that INCLUDES email, then all you have to do it add what email address you want your customers to see in the Admin >> Company >> Company Profile section under "Sender Email".

When your customer gets an automated email or notification it will show as coming from you (yourname@yourdomain.com), so they can also reply to the email directly.

MULTI-USER Accounts

Same initial step as above, but in addition, each team member you setup has an email address associated with them. When your team members get email notifications about their assigned clients, it will go the email address on that person's profile.

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Email Setup Option 2

Using Your Own Email Account for Sending

SMTP Setup

If you want to have all the automated emails sent using your own SMTP account, then you will need to go to Admin >> Email & SMS >> Email Configuration.

To use this function, you will need to setup your own SendGrid account and enter the provided details into the email settings area.

Signup for SendGrid Here

Configuration

Click on the "Add New Email Configuration" button and enter your details on the popup screen, and save.

You can setup MULTIPLE email addresses and domains here so you can switch between them for different Workflows or Email Templates.

This way you can be sure your email gets through, and uses the right reply email address each time.

Call Dialer & SMS Setup

(Optional Feature - Requires Voice / SMS level package)

SMS Setup

To use the SMS feature to communicate directly with your clients, and take advantage of Automated Workflows that use SMS, first you will need to create an SMS account with Twilio. You can choose a level that best suits your needs.

Signup with Twilio SMS Here

Once your account is established, you can go to Admin >> Email & SMS >> Twilio Configuration.

Here you will fill out all the account and data fields provided by Twilio.

Phone Dialer Setup

You will need to setup your Twilio account and choose a VOICE package from Twilio. If you have already setup an account before, you can just add this service to your Twilio account.

Signup with Twilio Voice Here

Once your account is established, you can go to Admin >> Email & SMS >> Twilio Configuration.

Here you will fill out all the account and data fields provided by Twilio.

6. Affiliates

Affiliate Settings

Your Affiliate portal will come already setup, but if you want to hide or show any pages / features, you can do this by going to:

Admin >> Portal Settings >> Affiliate Portal

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Adding an Affiliate

To setup a new Affiliate, go to the main "Affiliates" tab at the top. click the "Add Affiliate" button and fill out the form.

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Affiliate Web Form

Once you have your Affiliate setup, you can provide them with a website form. They can also manually enter leads in their portal.

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8. Web Forms Setup

Ready-to-go Forms

Pre-Loaded Common Web Forms for your Website

Contact, Consultation & Signup Forms

Ready to go (but editable) Consultation & also a Signup form. We have set them up one with the most common fields, but feel free to modify them.

Go to Admin >> Web Forms

Web Form Settings

Click "View" on any web form and you will see several options for that form at the top. You will want to modify the following:

Redirect after Submit

Web Form Title & Sub-Title

Adjust any Required Fields

iFrame Embed Option

If you just need a quick way to install these forms on your website, click the "Embed" button for the form you want to install, then "Copy" the embed code, and have your web company install it on your site.

Very easy, no hassle installation. The only thing you cannot do is modify the way the form looks as far as layout and colors go. If you want more control, use the "Custom Install" Option

Custom Install Option

If you want modify the web form layout and colors to better match your website, get the "Custom Install" code and provide it to your web company to install for you.

Need Help? Click Here

9. Merchant Account & Billing

Merchant Account

To use our billing system, you will need a Payment Gateway account with Authorize.net, (your merchant account provider can provide more details for you on this part).

Once you have your account established, enter the codes under Admin >> Billing >> Payment Gateway

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Billing Setup

Once your Payment Gateway is connected, you can setup packages for your services under Admin >> Billing >> Products/Services

You will be able to setup each client with their own billing totals and additionally choose whether you want to do recurring billing, or manual billing.

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10. Importing & Adding Clients

Once all the above steps are complete - you are ready to start bringing on clients!

There are 3 ways to get clients and leads into the system...

Import Clients

If you have a spreadsheet with all your client information, you can use our Simple Import which will transfer things like:

First & Last Name

Email & Phone

Addresses

Go to: Admin >> Import

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Manually Enter

If you have a new client or lead, simply login and click either the "Add New Lead" or "Add New Client" buttons and fill out the form.

Fill out contact details

Assign agents and any Affiliates

Setup Customer Portal Access

Go to: Clients >> Add New Client

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Via Web Forms

Once you have installed your web forms on your website, all clients and leads will be automatically added to your system

Lead Forms (Contact, Consult)

Client Forms (Signup)

Affiliate Forms (Leads / Signups)

Go to: Admin >> Web Forms

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Credit Repair Software - All-In-One Credit Dispute System with CRM, Metro2, Apps & More

Quick Start Guide

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