Versions Compared

Old Version 25

changes.mady.by.user Stephen Tinnion

Saved on

compared with

New Version 26

changes.mady.by.user Stephen Tinnion

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Section

eKeeper CRM Knowledge BaseeKeeper CRM Knowledge Base

Section

General Case Management


Section


Column
width25%



Column
width25%

Creating a Case


Column
width25%

Abandoning Cases


Column
width25%




Section


Column
width25%



Column
width25%

Bulk Deleting Products


Column
width25%

Adding a Lender to a Case


Column
width25%




Section


Column
width25%



Column
width25%

Creating Customer Notifications


Column
width25%



Column
width25%




Section


Sourcing with Solution Builder


Section


Column
width25%



Column
width25%

Updating Your Insurance Products


Column
width25%

How to Export to Solution Builder


Column
width25%




Section


Sourcing with Trigold


Section


Section


Sourcing with XPLAN Mortgage


Section

Fields that map to XPLAN mortgage


Section


Sourcing with Twenty7Tec


Section


Column
width25%



Column
width25%

How to Export to Twenty7Tec


Column
width25%




Page Tree
rootGeneral Case Management