FAQ's ScoreCEO
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The Admin role can see what everyones to do's are or tasks scheduled, but each person that is not an admin only see's what is their appointments. ...
Fri, 24 Jun, 2016 at 9:29 AM
Not at this time but later on in the year there will be a choice of themes to choose from.
Fri, 24 Jun, 2016 at 9:30 AM
Yes we are working on this right now this week we upgraded our servers and we are working on all performance bottlenecks in order to streamline the code a...
Fri, 24 Jun, 2016 at 9:31 AM
You cannot at this time, we will add fucntionality after mvp to deactivate the plans so they do not show in the billing data review as options
Tue, 11 Oct, 2016 at 8:19 AM
The start billing date is set by the consumer in the Billing data review consumer workflow step. The contract signed date is set when the lead signs th...
Tue, 11 Oct, 2016 at 8:23 AM
We have a 2 billing widgets will identify whom has failed their payments or are past due.
We have also provided you with a cases to be processed...
Tue, 11 Oct, 2016 at 8:26 AM
The information that will appear on the web to lead form is the following
First Name
Last Name
Email
Phone Number
Zip code
Currently t...
Wed, 13 Jul, 2016 at 5:20 PM
These are the criterias that stop a lead nurturing campaign.
The campaign has completed
was switched to lost sale
Lead Opts Out
Lead ...
Tue, 11 Oct, 2016 at 7:02 AM
You can always deactivate the consumer/leads access to the customer portal by doing the following:
1. Login to ScoreCEO
2. Click on Lead/Con...
Tue, 11 Oct, 2016 at 8:29 AM
The application is using SSL certificate(SHA-256) between the application and web browsers. While the the data source is using azure cloud security ...
Fri, 28 Jul, 2017 at 10:59 AM