STEP 1: On the client’s file go to the ORDERS tab and click the item to be voided or refunded. STEP 2: When the order opens, click REFUND PAYMENT. STEP 3: Make sure you check the refund box, enter the amount to be voided / refunded, enter the reason for the refund, and click next. [...]
STEP 1: In the Client’s account, click on the ORDERS Tab. STEP 2: Click ADD SUBSCRIPTION. STEP 3: From the Subscription Plan drop-down menu select product ( $87.99 Non Profit Credit Coach Regular). STEP 4: From the second drop-down menu select Month. STEP 5: The start date of the subscription is auto populated with the [...]
When a client refers a spouse, family member, or friend, a one-time $50 credit towards the monthly fee is offered. A task is created in the client’s file in Infusionsoft for you to complete. The system sends out an automated notification via email to alert you there is a task that requires your action. [...]
STEP 1: On the STATUS drop down menu select INACTIVE. STEP 2: Select today’s date as END DATE. STEP 3: Enter reason for stopping the subscription. STEP 4: Select NO in Auto Charge. From the Credit card drop-down menu select NONE SELECTED. Verify information and SAVE. STEP 5: Subscription should appear as INACTVE in [...]
Step 1: In the client’s account, click on the ORDERS Tab. Step 2: Click ADD CREDIT CARD Step 3: Some information will be auto populated, please verify the information and make any changes needed. Step 4: Enter the credit/debit card information. Click Save.
This credit calculator is a useful tool for giving scenarios of how much a consumer can save based on their credit score. Look for the tabs at the bottom of the Excel document for additional calculators. These are for estimate purposes only. CREDIT CALCULATOR
TurboDial is GCH phone system. It also helps run campaigns w/in Infusionsoft. More information on Turbodial can be find in the videos at: turbodial.biz Here's a quick reference to the purpose of each button in the Screen Pop: Example:
PROSPECT INTAKE SCRIPT IF IT GOES TO VOICEMAIL… Hello, this message is for ______, my name is _____ and I am calling from __________powered by Get Credit Healthy. (LOAN OFFICER) informed me that you are interested in obtaining a loan through ______(LENDER)__________ and we are available to help you reach that goal. Please call [...]
GENERAL QUESTIONS YOU WILL ENCOUNTER Q:WHY SHOULD I CHOOSE GET CREDIT HEALTHY? A: We are different from other companies who say that they’re going to provide credit repair or restoration. Our network of partners are non-profit companies that will tailor a plan of action to meet your unique goals. Other companies have a one-size-fits all [...]
Below are the paths to take for verifying a Short Sale in a credit report.