Scoreinc.com Support

ScoreCEO Login Process 4

• How do I login to ScoreCEO for the First time as Company owner.
• How to Login to ScoreCEO
• How to resend a activation email for a employee?
• How does a user reset password?

CRO Portal Quick Wizard Tutorials 22

• How to Setup Company Profile.
• Where can I Upload my Company Logo and what are the Specs?
• Set Up Company Time zone
• Updating or Editing Terms of Service for Users
• Guide on where to find your Payment Plan details

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Configuration Bubble 24

• How to Update Your Profile in ScoreCEO.
• How to change or update user password.
• How to add Referral Office Types
• How to add credit monitoring services to ScoreCEO
• How to add a Qualifying Criteria to your List in ScoreCEO.

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Zapier Intergrations 3

• How to integrate ScoreCEO with Convert Kit
• How to Integrate ScoreCEO with Twillio.
• How to integrate ScoreCEO with LeadPages.

Customer Portal 11

• Does ScoreCEO have a customer portal?
• How to add documents as a consumer?
• How to Leave a Note as a Consumer in ScoreCEO
• How can I refer a friend in customer portal?
• How to View Your Dispute Plan as a Consumer in ScoreCEO

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Referral Section 7

• Do you support Referral Offices
• Is there a limit of how many referral agents I can enter in ScoreCEO.
• How to create a form snippet in ScoreCEO?
• How to Enable reCAPTCHA v3 to form snippets?
• How to disable Form Snippets?

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Campaigns 12

• How to find my existing Campaigns?
• How to create a System Event Campaign?
• How to create a Time Event Campaign?
• How to create a Web Form Campaign?
• How to create a Day Event Campaign?

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ScoreCEO Workflow Settings 7

• Mastering Workflow Automation: A Step-by-Step Guide to Adding and Editing Scripts in ScoreCEO"
• A Step-by-Step Tutorial on Disabling Workflow Steps in ScoreCEO
• A Step-by-Step Tutorial on Enabling Workflow Steps in ScoreCEO
• Changing Workflow Steps Names in ScoreCEO
• Understanding Workflow Settings in ScoreCEO

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Credit Monitoring 1

• How to Import a Smart Credit Report and View In ScoreCEO

CRO Portal 5

• How to send a one time email via ScoreCEO
• How to Re-Send a Contract or agreement.
• How to Create a User in scoreCEO: Step-by-Step Tutorial
• How to Create a Credit Audit Report.
• The Cases to be Processed Widget in ScoreCEO

Lead/Consumer 17

• Step-by-Step Guide: Adding a Lead in ScoreCEO
• Streamlining Your Consumer Management: A Guide to Adding Existing Clients to ScoreCEO"
• Step-by-Step Guide: How to Resend Activation Emails to Engage Leads and Customers
• ScoreCEO 101: How to Import Credit Reports in Just a Few Clicks
• How to add lead with Special links in ScoreCEO!

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