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  1. Forth
  2. Getting Started

Getting Started

Using the Help Center

  • Help Center Introduction
  • CRM UI Elements Introduction

CRM Basics

  • Guidelines Tab
  • Forth Transition Guide
  • Forth Transition Guide-DPP
  • Uploading Files
  • Company Hierarchies

Setting up your CRM

  • Setting Up Your Dashboard
  • Guidelines
  • My Settings page
  • My Start Page
  • Creating a Featured Page

Student Loans

  • Student Debt Portal Guidance
  • Retrieve Loans and Programs
  • Sending an External Form Request to collect the MyStudentData.txt file
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