Each time a credit check is completed and logged as an activity, it is automatically reflected in the My KPIs section under Pulled Credit. Use this KPI to track the number of credit checks performed within a selected period, helping you monitor performance and stay aligned with your targets.
Note: Pulled Credit is an activity specifically applicable for only B2C contact types.
How to Set Goals for Pulled Credit:
In the top navigation bar, you can find the KPI and click on it.
Scroll down the page, you will find the Pulled Credit in the My KPI grid table.
To Set a goal for Pulled Credit, you can click the “Set Goal” button located at the top of the My KPIs section, and add your goals there.
Once you add the goals it will reflect in the Pulled Credit Goal column.
Note: Click the edit icon to edit the goals for Pulled Credit.
How to Create a Pulled Credit Activity Using the Quick Action Tool:
Click the "Quick Action" button and select the “Activity” option.
In activity popup, to select the Pulled Credit check box in the B2C consumer section. Choose the contact or create new contact and click the save button.
Once the Pulled Credit activity is created, The data will be reflected in the Pulled Credit This Month column in the My KPI grid table.
Click on Pulled Credit row to view the detailed list of Pulled Credit records.
If you have any issues or would like to ask questions, please let us know using our Coach-on-Call feature.
- Accountable Support