Page 5 - Welcome To Processing 2018
P. 5
Setting up the File Info Tab
Please make sure that the contact type is always ADD SCREENSHOT HERE
“Credit Repair Customer (Legacy)” NOT LEAD.
This will prevent problems with the notes.
Whoever the file is assigned to is who the emails
will go to if there is a Monitoring Issue, Doc Issue
or a question in the file.
Make sure the person assigned to the file is the
one you want receiving the emails to expedite
issues.
