Clients
- Add Client
- Add Client Note
- Add Client To Do Task
- Add Client to Mailchimp
- Add Credit Monitoring Details
- Add Internal/Processing Note
- Assign Affiliate Agent To Client
- Attach Spouse to Client
- Change Client Processing Status
- Change Client’s Company and Affiliate Agent
- Change Client’s Login Credentials
- Create Credit Analysis For Client
- Create Credit Bureau & Creditor Dispute Letters
- Import IdentityIQ Report
- Quick Search Clients
- Resend Client Welcome Email
- Update Account Dispute Outcomes
- Upload Client Documents
- View Dispute Progress