Michael Lindsey
Articles
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Suspending Users
This article was developed to describe the process involved in suspending a user within the CRM. The article is broken down into the following sections: User Table Suspending a User Activating a...
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Shared User Data
This article was developed to describe how to establish access to "Shared User Data" within the CRM. Shared User Data is a setting that allows Users you are editing to gain access to contacts tha...
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Form Builder
This article outlines steps for building a basic form. In most cases, your system should already come equipped with a generic In-Take form. If you would like to customize that form or create a new...
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Accounting Reports
This article was developed to describe the Accounting Reports provided by the Centrex CRM. Accounting Reports differ from other reporting tools within the CRM as they are based on transactions and...
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SMS: Triggers
Location: Admin tab > Settings > SMS Triggers SMS Triggers allow you to have SMS messages sent based on a system event such as milestones in the enrollment process, Workflow Status updates or paym...
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Mass Editing: Reassigning Leads
This article was developed to describe the process of reassigning a large number of leads within the CRM. This article includes the following topics: Mass Editing overview Creating a list Reass...
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Setting Up an Import Data Source
This article was developed to describe the steps involved in setting up an imported data source for use in Centrex CRM.An Import Data Source allows you to import leads via a .csv file (unformatted ...
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Guidelines
This article was developed to describe the steps involved to view content on the Guidelines tab found within the CRM. The Guidelines tab is a storage tool for content such as document files and v...
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MeridianLink
MeridianLink is a consumer credit reporting agency used by many credit report platforms, notably Universal Credit. Integration Details Once integrated with MeridianLink, you'll gain access to ...
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Workflow Settings
A Workflow is a series of Stages and Statuses that a client will transition through as they progress through your company's servicing process. Status: Used to categorize contacts in your CRM to he...