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