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  1. Logics
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  3. CreditLogics Video Tutorials

CreditLogics Video Tutorials

  • Activities
  • Adding Sources/Campaigns
  • Billing
  • Client Portal
  • Creating additional fields
  • Creating Case and Task Filters
  • Creating Custom Forms
  • Creating invoice types and billing tags
  • Creating task types
  • Creating Users & Roles
  • Customizing Activity Types
  • Customizing Case Statuses
  • Customizing Logics
  • Customizing the service drop-down
  • E-Sign Process
  • Filters: Additional Examples
  • Forms and Documents
  • Getting Started with Credit Logics
  • How to create an Email & SMS template?
  • How to download Credit Karma Report & import credit report?
  • How to import leads using an excel file?
  • How to post leads using HTTP Post method?
  • How to send an E-Sign email where the client and the spouse share the same email address?
  • How to send documents using Mail House?
  • Lead Distribution
  • Meetings
  • Merchant Accounts
  • Notifications
  • Reports
  • SMS
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