CREDBIT PRACTICE KNOWLEDGE HUB

Getting started

Set up the workspace and establish a reliable first workflow.

5 resources

Before importing a full portfolio, review the workspace identity, administrator accounts and enabled modules.

Start with client records, then contacts, work assignments, documents and billing.

Decide which client information and configuration the person needs to access.

Website feature descriptions cover core tools and optional extensions. Not every workspace has every module.

Clean client names, identifiers and contact details before entering or importing data.