Inside the Client Dispute Manager Software, there are several ways to add a customer and one of those is to add them as a new customer.
If you do have all your customer’s information and have enough time to put it inside the best credit repair software, the best way for you to do it is via add new customer.
To add a new customer in the Client Dispute Manager Software, you need to go to the dashboard and click the orange box with the text “add new customer”.
Then a popup box will appear that you need to fill out and put your customer’s information in.
In this section, you’ll be able to set the status of your customer as well by clicking the dropdown for status.
You can use this as your reference in choosing the right status for your customer:
Active – these are the customers whom you have given access to their client tracking portal.
No Portal – they are still your active customers but you don’t want them to have access to the client tracking portal.
Current Leads – leads that are waiting for you to follow through.
Archive Leads – transferred to archive due to leads that are not yet ready.
Pending – customers who have pending documents or information etc.
Completed – customers who completed credit repair services.
Suspended – placed in suspension due to non-payment.
Inactive – no longer active or customers you are unable to contact anymore.
Cancelled – customer doesn’t want to continue or proceed with the credit repair service.
You can also assign an employee under the Assign To dropdown if you have someone working with you.
Next, click create once you’re done.
To look for the customer you added inside the best credit repair software, go to the customer’s screen.
You can use the search box to look for a specific customer.
You can also use the status filter to look for all your customers under the same status.
When adding a new customer in the Client Dispute Manager Software, make sure that you have all the complete details of your customer that way you can avoid going back and forth. This will be a time saver for you and your customer.
Bonus: Now that you have read this article, why not take your new skill and start your own credit business helping others? We have free training that can help you do just that.
Click here to learn more.