Скачать или смотреть How to Send a Contract in ScoreCEO | Step-by-Step Tutorial

Learn how to send contracts to your leads and customers in ScoreCEO, the ultimate CRM for credit repair businesses. In this step-by-step tutorial, we’ll cover three different ways to send contracts for signature: directly from the customer profile, from the Documents section, and through the Document Widget.

✅ What you’ll learn in this video:

How to send a contract from the client’s profile
Key steps to complete before sending (address + billing data)
Sending contracts from the Documents section
Using the Document Widget to send new contracts

How to schedule consultation fees tied to contracts

📌 Video Chapters:
00:00 – Intro
00:22 – Option 1: Send from Customer Profile
0:50 – Before You Send: Address & Billing Data Review
01:18 – Option 2: Send from Documents Section
01:40 – Option 3: Send through the Document Widget
02:00 – Outro & Next Steps

This video is perfect for credit repair businesses, entrepreneurs, and ScoreCEO users who want to streamline their contract management process while staying compliant.

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👉 Learn more at: https://www.scoreceo.com

📌 Hashtags

#ScoreCEO #CreditRepairCRM #CreditRepairBusiness #CreditRepairSoftware #CreditRepairAutomation #CRMforCreditRepair #ContractManagement

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