Learn the Forth CRM

Debt Settlement – Super Admin

Post author By DebtPayPro
Post date September 29, 2019

Current Status

Not Enrolled

Price

Free

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Course Content

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Live Training Companion 7 Topics

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Lesson Content

0% Complete 0/7 Steps

Debt Settlement – Super Admin Role Introduction

Enrollment Plan Setup Form

1 – System Overview

2 – Workflow Automations

3 – Contact Dashboard / Enrollment Process

4 – Settlement Settings / Scheduler

5 – Reporting / Doc Building

Guidelines 1 Topic

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Guidelines Overview

Contacts 16 Topics

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Custom Fields, Intake Forms, and External Forms

Campaigns, Data Sources, and Webhooks

List Building, Actions on Lists, Search, Mass Editing

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

Creditors 3 Topics

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Overview, Add Creditors, Search

Summons, Merge Creditors

Calendar 4 Topics

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Overview, Event Types, Subscribe

Schedule Event, Availability Scheduling

Tasks Overview, Task Settings, Task Items

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

Accounting 3 Topics

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Create New Report, Report Customization and Grouping

Accounting Summaries

Pipeline Reports

Settlements 4 Topics

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

Ready to Settle

New Settlement Offer, Settlement Scheduler

Adjust, Void, Delete Settlement

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Overview, Categories, Types, Viewing Docs

Create HTML Documents

Create PDF Documents

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Overview, Viewing Files

Uploading Files

E-Marketing 3 Topics

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Setup Senders, SMTP Settings

Design Email Templates

Schedule Email Campaigns, Stats and Reporting

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Purchase Number, Sync Number, Number Permissions

Schedule SMS Campaigns, Stats and Reporting

Reports 1 Topic

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IP Whitelisting

Customer Portal Settings

Budget Analysis Fields

Multi-Company Management