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Dashboard | A Debt Management Solution

Dashboard - enroll, manage, settle, automate

Overview

Dashboard enables debt settlement companies to onboard and manage consumers enrolled in debt settlement programs.

1 of 2

  • Enrollment process; gather all required information, generate customer profiles, enrollment plans and complete the enrollment process.

  • Advanced settlement simulation and management

Dashboard enables debt settlement companies to manage the full lifecycle of consumers enrolled in debt settlement programs. Dashboard streamlines customer onboarding, and the enrollment process. Dashboards features include complete management of draft schedules, settlement management and customer the lifecycle. Leverage automation and integrations with top industry solutions.

Categories

Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Salesforce Shield
Managed Package