Lead/Consumer

ScoreCEO's lead and consumer area is a feature that helps credit repair businesses manage their leads and clients efficiently. Users can add new leads, track their status, and assign tasks to team members. The consumer area allows users to add new clients, review credit reports, dispute inaccuracies, and update clients on dispute progress. The feature includes a client portal for transparency and better communication. Overall, ScoreCEO's lead and consumer area streamline credit repair businesses' operations and improves customer satisfaction.

How To Import an IQ Report in ScoreCEO
In the world of credit monitoring, tools like IdentityIQ play a crucial role in keeping track of your credit report. If you're using ScoreCEO, the proce...
Thu, 18 Jan, 2024 at 12:25 PM
How to Edit Letters Before Printing in ScoreCEO
Introduction: In the world of credit repair, efficiency and accuracy are paramount. One crucial aspect is the ability to create and edit dispute letters bef...
Fri, 19 Jan, 2024 at 9:33 AM
Understanding ScoreCEO's Notice of Account Updates: A Guide
Navigating the journey to credit repair can seem daunting, but with the right tools and updates, it becomes a streamlined process. One such tool is the &quo...
Wed, 7 Feb, 2024 at 2:53 PM
Simplifying Letter Template Editing in ScoreCEO
In the realm of credit repair services, communication plays a pivotal role. ScoreCEO understands this and offers a robust solution by allowing users to stor...
Wed, 7 Feb, 2024 at 3:24 PM
Mastering Dispute Plans in ScoreCEO: A Guide to Elevating Your Credit Repair Strategy
In credit repair, having a structured approach is key to achieving success and delivering value to your clients. This is where the concept of a dispute plan...
Thu, 8 Feb, 2024 at 4:04 PM
How to Update Customer/Lead Personal Information in ScoreCEO
Updating your personal information in ScoreCEO is a straightforward process. Follow these steps to ensure your details are up-to-date. Step 1: Log In to S...
Wed, 18 Sep, 2024 at 11:56 AM
How to Assign a Lead as “Lost” in ScoreCEO
Feature Update Tutorial | ScoreCEO Credit Repair CRM We’ve improved the “New Leads” widget in your ScoreCEO dashboard! Now, leads marked as “Lost” will aut...
Wed, 18 Jun, 2025 at 12:58 PM
How to Add Live Chat to Your ScoreCEO Lead and Customer Portal
Introduction Offering instant support to your leads and clients can be a game changer for your credit repair business. In this step-by-step tutorial, you’l...
Mon, 30 Jun, 2025 at 3:53 PM