Relintex Support

Alexander Lahargoue

Alex Cornwell

Onboarding

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

Short Videos to help you get started on your first proposal

Getting Started

Setting Up SMTP

10DLC Rejections

API Article of how to create a token for each vendor.

Creating a BEARER TOKEN

ADMIN How To

Debt Consolidation Program with Attorney Representation

Getting Started - Debt Consolidation with Legal Representation

Guidelines for accepted creditors. UPDATED 8/23

Creditor Guidelines

Help clients navigate their client portal

Client Portal

States Relintex Services

Relintex - Just Call Chrome Extension

Enrolling a creditor who is also a depository account.

Right of Offset

Articles to help our clients get out of debt

Servicing Questions

Find answers and get help from Intercom Support and Community Experts

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