Internal Training
- CREATE A PROSPECT Explains how to create a Prospect record manually.
- PAYMENT AUTHORIZATION – UPDATE INVOICE – Explains what needs to be updated on the Invoice when a Payment Authorization is completed on our website.
- CREATE A SCHEDULED PAYMENT – Explains how to create a new Scheduled Payment manually.
- ADD CHARGE TO INVOICE – Explains how to add a new charge to an existing invoice. A new charge could be an additional service, a late fee or any other charge.
- COMPLETION AGREEMENT SIGNED – UPDATE INVOICE Video covers how to update the invoice and create the payment schedule upon signing of the Completion Agreement.
- SHARING A DROPBOX FOLDER – Learn about Dropbox, how we use it internally, and how to share a client folder so that the client can upload documents directly to us.
- SENDING AN ABP COMPLETION AGREEMENT – Learn how to send an ABP Completion agreement, what fields are required, and how to ensure the field data is merged correctly
Consultation Training Videos
CONSULTATION STEP 1 – CONVERT PROSPECT – Explains how to convert a Prospect to an Opportunity. Account and Contact records will be created automatically as part of the process.
CONSULTATION STEP 2 – Explains how to gather information about the prospect’s debts and explain the different chapters of bankruptcy.
