One of the key features of ScoreCEO is its customizable workflow steps, which allow you to define and adjust the stages of your credit repair process. In this tutorial, we will guide you through the steps to change the names of existing workflow steps in ScoreCEO, enabling you to tailor the software to match your unique business sales process.
Watch a Short Video on how to change the workflow setting names.
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Step 1: Logging Into ScoreCEO
To get started, log in to your ScoreCEO account using your credentials. Click here
Step 2: Accessing Workflow Settings
Once logged in, navigate to the configuration bubble located a the top right corner. From the dropdown, select "Workflow Settings" to access the workflow configuration options.
Step 3: Locating your workflow step
To change the name of any workflow steps locate the workflow step. From this area, you can determine which of the workflow steps you would like to rename.
Step 4: Editing Your Workflow Step
When you located the workflow step you would like to rename, click on the "Pencil" button to make changes.
Step 5: Renaming Your Workflow
Click on "User Title" and rename the workflow step to the desired name.
Step 6 : Saving your updated workflow step
Save all changes, this will then reflect your updated workflow steps in your workflow setting and lead/consumer profile.
Congratulations! You've successfully learned how to change workflow steps in ScoreCEO