Learn the Forth CRM

Debt Settlement – Client Services (Processor/Underwriter)

Post author By DebtPayPro
Post date January 8, 2020

Current Status

Not Enrolled

Price

Free

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Course Content

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Introduction 1 Topic

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Lesson Content

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Debt Settlement – Client Services Role Introduction

Guidelines 1 Topic

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Guidelines Overview

Contacts 13 Topics

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Add a Contact, Edit Contacts, Delete Contacts

Client Dashboard: History

Client Dashboard: Calls

Client Dashboard: Emails

Client Dashboard: Notes

Client Dashboard: E-Marketing

Client Dashboard: SMS

Client Dashboard: Docs

Client Dashboard: Tasks

Client Dashboard: Bank Account

Client Dashboard: Debts

Client Dashboard: Budget Analysis

Steps to Submit a File

Calendar 2 Topics

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Overview, Event Types, Subscribe

Schedule Event, Availability Scheduling

Enrollments 6 Topics

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Overview, Page Filters, Data Customization

Review Submitted Files, Approve, Return Complete Enrollment

Enrollment Details Page Overview

Canceling, Graduating Clients

Enrollment Reports, Statistics

Settlements 1 Topic

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Settlements Overview, Page Filters, Data Customization, Edit Offer Status, Settlement Reports