FAQ's ScoreCEO

Default solution folder, feel free to edit or delete it.

Can my Authorize.net Transaction Key be Used in Multiple platforms?
Yes, You may use your Transaction Key from Authorize.net in as many places needed. Adding it to ScoreCEO should not affect your connection with Other Platfo...
Mon, 26 Mar, 2018 at 1:11 PM
How to: Referrals and ToDos
Please take a look at our Basic and Advance Trainings:  Basic training: https://youtu.be/Y_7sKAVQous     Advanced Training: https://youtu.be/dhDLF4-...
Wed, 4 Apr, 2018 at 11:39 AM
How to see your payment Invoices for ScoreCEO and/or Outsourcing Services
In the following screenshot will we show you were to navigate to see your invoices for your ScoreCEO portal and/or outsourcing services. 
Thu, 19 Apr, 2018 at 7:09 PM
What APIs can be Integrated to ScoreCEO?
We have various API integrations included with ScoreCEO, Find the list below:  In need of a Merchant Account? You can sign up for a High Risk Merch...
Tue, 24 Apr, 2018 at 4:57 PM
Which account do we need to sign up for? Authorize.net offers 2 different plans which one do you recommend when starting out
For this you would have to contact your Merchant provider to see what option is the best for you. We have two providers that can help you with your q...
Thu, 24 May, 2018 at 4:16 PM
Email Configurations - Why are all my emails going out from the same address?
When using SMTP Configurations the Email used on the Email Configurations area will be the one to be sending out the emails from ScoreCEO to your Customers/...
Fri, 24 Aug, 2018 at 11:27 AM
What are the different ways I can convert a lead to a customer?
    The Lead status is an automated process that is done when you complete a workflow step. Here are the different scenarios that can make a status go to pa...
Thu, 2 Dec, 2021 at 12:59 PM
How do I upload a credit report to ScoreCEO?
    With ScoreCEO you will be able to upload and save the credit report.  There are two ways to upload a credit report.  If you want to save a copy ...
Mon, 6 Dec, 2021 at 2:59 PM
How to Export Lead and Consumers to a CSV File
**** You may access our video tutorial*****  https://scoreinc1.wistia.com/medias/tx92eakg36  Step 1 log in to ScoreCEO Step 2 Click on Leads/...
Fri, 8 Jul, 2022 at 10:25 AM
How to mark customer completed or cancelled
Managing customer relationships effectively is key to a smooth and efficient business operation. One helpful feature is the ability to mark customers as ‘Ca...
Fri, 26 Apr, 2024 at 12:21 PM