Software Basics
Getting Started
Contact Origination
- Add a Contact
- Setting Up an Import Data Source
- Setting up a Web Form Data Source
- Updating Contact Records via Data Source
- Posting Facebook Leads into a Data Source
- Testing Webhook for a Data Source
Client Dashboard
- Client Dashboard
- Changing the "Assigned To User"
- Sending an Email via Client Dashboard
- Scheduling Calendar Events
- Tasks
- Uploading Client Files
Contact Management
Enrollments / Payments
- Enrolling a Contact
- How to Reschedule a Returned Transaction
- ACH Return Codes
- Editing Transactions
- Add a Payment
- Pausing / Resuming Clients Payments
Reports
- Enrollment Reports
- Accounting Reports
- Funnel Reports
- Persolvo Report
- Fees Report
- Low Balance Forecaster Report