Basic Configuration
Missing a lot of payments? Set up automated tasks to remind you about missed or upcoming payments.
- In the app settings, open the “Tasks” tab:
- Check the boxes in the highlighted areas:
Customize task creation to fit your business processes.
- Click the “Save” button:
Done! You’ve configured the basic Creditor functionality and it’s ready to use.
The app will be displayed on the right side of the lead:
