CRO Portal Quick Wizard Tutorials

Setting up your configuration to your ScoreCEO portal is very important, Here you will find how to complete each step in the quick wizard.

How to Set up Your Hellosign Account.
     Hellosign is an electronic signature application allowing you to send contracts with two-party signatures from ScoreCEO. With this feature, you will be...
Tue, 15 Nov, 2022 at 4:50 PM
Contract Not Going out. Reauthenticate Hellosign Process
Having trouble sending out contracts? Learn today how to troubleshoot Hellosign.  To access your Hellosign configuration, please log in to ScoreCEO, Or ...
Wed, 16 Nov, 2022 at 12:47 PM
How to integrate Mail Gun.
Step 1 Login into your mailgun account and navigate to sending and click on domains.      You can see all domains listed here which have already been ...
Wed, 12 Oct, 2022 at 9:52 AM
How to set up Mailgun with ScoreCEO Domain.
    Mailgun is an email delivery service for sending emails. ScoreCEO has just released its new marketing and transactional email service that connects seam...
Tue, 15 Nov, 2022 at 3:50 PM
I use SMTP Configurations, I changed my password on my email and now ScoreCEO does not send out any emails.
When Using SMTP configurations and using your personal email password, it is important to keep the password updated, specially if you change your email pass...
Wed, 5 Dec, 2018 at 3:47 PM
Email Configuration with SMTP
ScoreCEO offers Email configurations with SMTP. SMTP stands for Simple Mail Transfer Protocol, this is an internet standard communication protocol for elect...
Mon, 28 Nov, 2022 at 9:44 AM
Set up your email configuration with Mailchimp
If you signed up for a Mandrill account on or after December 1st, 2015, you must add SPF and DKIM records and verify ownership of your sending domains befor...
Wed, 16 Nov, 2022 at 3:09 PM
How to Simplify WorkFlow Steps - Sales Process
There are 3 ways that ScoreCEO have leads added into the system: Manually Through Link Invitation (Under Referral Menu) Adding a Form Snippet (H...
Fri, 4 Jan, 2019 at 11:14 AM
How to test email settings
Testing your email settings will allow you to confirm if your emails are being delivered. It is important to test your email settings to ensure you have pro...
Wed, 30 Nov, 2022 at 10:09 AM
How to set up your Facebook in ScoreCEO
ScoreCEO allows you to connect your Facebook account. This will allow your customer to see your new feeds on their customer portal and keep engaged with all...
Wed, 30 Nov, 2022 at 4:59 PM