CRM Feature Tutorial | ScoreCEO Credit Repair Business Software
Want to make sure your Customer Portal banner looks perfect before publishing it live? ScoreCEO now allows you to easily preview banners in edit mode—giving you full control over your client-facing design before they see it.
This step-by-step guide shows you how to locate, edit, and preview your portal banner in just a few clicks.
? Why This Enhancement Matters:
Previewing your portal banner lets you:
✅ Ensure your message, branding, and layout display correctly
?️ Test formatting (including HTML) before pushing changes live
? Create a polished, professional experience for clients on the Customer Portal
? Avoid miscommunication by reviewing announcements, lead magnets, or TSR disclaimers ahead of time
? Step-by-Step: How to Preview Your Portal Banner
Step 1:
Go to your ScoreCEO portal:
? https://beta.scoreceo.com
Log in using your username and password.
Step 2:
Click the configuration bubble (⚙️) in the top-right corner of the screen. Then, select “Configuration.”
Step 3:
On the right-hand side, click the plus (+) icon to expand the Portal Banner Configuration section.
Step 4:
Find the banner you want to preview and click the eye icon to open it.
Step 5:
In the top-right corner, click “Edit” to enter editing mode.
Step 6:
Click “View,” then click “Preview.”
A pop-up will appear showing a live preview of your banner design.
Step 7:
Once you're done previewing, simply click “Close” to exit the preview.
? Pro Tip:
Use the preview tool to test dynamic HTML elements—like templates, and banners. Make sure everything renders properly across browsers!
? Need Help?
We’re here for you. Visit ? https://scoreceo.com or reach out to support for additional assistance.
? Want More Tutorials Like This?
Subscribe to our YouTube channel to master ScoreCEO and grow your credit repair business faster.