Relintex Support

Learn how to manage credit pulls in the new Sales CRM UI

1. Quick Credit Pull Process Overview

View this general overview video to learn more about the new Sales CRM UI

2. Client Overview and Features Walkthrough

View this video to learn how to manage leads in the new Sales CRM UI

3. Navigating Lead Operations

Learn how to pull credit reports and managed creditors in the new Sales CRM UI

4. Credit Report and Eligible Creditors Overview

See how to navigate these screens in the new Sales CRM

5. Building a Debt Settlement Plan

Learn the next steps for finalizing the proposal in the new Sales CRM UI

6. Finalizing the Proposal Summary

See how to add these details in the new Sales CRM UI

7. Add Banking and Contract Details

View our user guide to better understand how to manage your tasks in the new CRM layout. Access the PDF guide through the link below.

CRM User Guide - Task Management

View this user guide on how to navigate to the My Pipeline Report

CRM User Guide - My Pipeline Report

Alexander Lahargoue

Short Videos to help you get started on your first proposal

Getting Started

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.