To use the Credit Ready plat form you will need to sign up for an account with CashDeck. This is done through Mercury.
Creating an account with CashDeck
- To create an account with CashDeck simply click on the Client Statements button on a People or Opportunity record in Mercury.
- Your account will be automatically created and a unique code will be sent to to the email you have registered in Mercury.
- Enter the unique code and click login.
- Once you've logged in you will see pricing information and will be able to continue the sign up process.
Logging into Credit Ready
- Once you have created your CashDeck account you will be able to log in from a People or Opportunity record, or from the Dashboard, by clicking on the Client Statements button.
- From there you will be taken straight through to the platform:
- When you have logged in you will see the pricing information. Select Complete Registration to complete the sign-up process
Connective Credit Representatives:
Learn about CashDeck Pricing and using Credit Ready: