Recently Updated Pages
AI Booking Agent — Appointment Reassignment & Missing Closer Records
Our AI booking agent automatically assigns inbound leads to closers on the Consultation calendar ...
GHL Pipeline — Stale Leads (Promise to Pay & Closed) in No-Answer Pipelines
ProblemLeads with a "Promise to Pay" status are still appearing in the No-Answer pipelines. This ...
GHL SMS Delivery Troubleshooting — Texts Not Reaching Clients
When GHL shows a message as "sent" but the client never receives it, use this guide to diagnose a...
GHL Timezone & Daylight Saving Time (DST) Troubleshooting
GHL Timezone & Daylight Saving Time (DST) Troubleshooting Problem Automated messages, appointment...
Aircall Troubleshooting — Caller ID Not Displaying Client Names
Aircall Troubleshooting — Caller ID Not Displaying Client Names Problem Incoming calls show only ...
Onboarding Requirements
This page details every document required to onboard a client legally and correctly — including w...
Role Overview
This page outlines the full scope of the Onboarding Specialist role — what you're responsible for...
Portal Creation
This page walks you through the exact steps to create a new client's portal in GoHighLevel — a ta...
Chargebacks
This SOP is currently under development. Content coming soon.
Conditions
This SOP is currently under development. Content coming soon.
Timeline & 90-Day Guarantee
This SOP is currently under development. Content coming soon.
When Disputes Cannot Be Initiated
There are specific situations where disputes cannot be initiated or must be paused due to legal, ...
Letter Sending Policy
Dispute Letter Protocol At Crowned Credit, dispute letters are primarily sent electronically thro...
Organizational Structure
Organizational Structure Crowned Credit operates with a lean, distributed team of 45 employees ac...
Daily Workflow Snapshot
Daily Workflow Snapshot This page outlines the standard daily schedule and task checklist for all...
How the Dispute Process Works
Overview This page outlines how the dispute process works at Crowned Credit, from onboarding comp...
Account-Specific Dispute Strategies
Overview This section provides guidance on how different account types are handled, and how CSRs ...
Referral Bonus Program
This page details Crowned Credit's Referral Bonus Program SOP — covering how to collect referral ...
Cross-Department Support
This page outlines how to provide effective cross-department support at Crowned Credit — coordina...
Dispute Round Pipeline Management
This page explains how to manage the Dispute Round Pipeline in DisputeFox — tracking each client'...