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Copy of eKeeper CRM Knowledge Base

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Created by Emily Broom on Oct 20, 2020

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eKeeper Service Desk

Getting Started

How to setup your eKeeper CRM

Logging in

Setting up your workflow

Setting up your Products

Setting up your Users

Setting up your Letters

ekeeper CRM Basics

Creating new Cases & Products

Managing your client's Case through Stages and Diary Entries

How to complete a Fact-Find on a Product

User Management

User Management

Creating New Users

Permission List

Restrict users to only see their OWN cases/customers

Case Management

Creating a Case

Abandoning Cases

B ulk Deleting Products

Customising eKeeper

System Settings

List of System Settings

Editing Fact-Find Structures

Commission & Fees

Setup Outgoing Payments

Reporting Commissions

Reports & Searching

Reporting and Exporting

Using Search Views

Creating Search Views

Bulk Deleting Products

Templates

Letters & Emails

Email Home Page

Merge Field List

Customer Portal

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Frequently Asked Questions

I can't log-in

I can't edit my letters

I can't export to Trigold

I can't send emails

How do I produce reports

How can I source with Twenty7Tec

How can I source with Solution Builder

How can I source with UInsure

H ow to use the Zapier Integration

How can I create a new Stage

How can I create a new user

Need any more help?

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A
- abandoncases
- abandonreason
- actions
- activex
- adding
- aml
- analytics
- api
- applicants
- archive
- archivecase
- automation
B
C
- case
- caseabandonreason
- casemanagement
- cases
- commission
- commissions
- credit
- creditsearch
- customer
D
E
- edge
- email
- emailnotification
- emailqueue
- emails
- emailsettings
- emailsetup
- enquiry
- equity-release
- experian
- export
F-H
- fact-find
- fact-findstructures
- fee
- fees
- filecategories
- forgotton
- gettingstarted
- gmail
- googletag
- help
- hotmail
- http
- httpposting
I-L
- import
- inbound
- integrations
- introducerprofile
- invite
- ipipeline
- lender
- lettereditor
- letterproduction
- letters
- lettertemplates
- licences
- login
- lookup
M-O
P
- participant
- password
- permission
- permissions
- person
- pipeline
- portal
- postcode
- postcodesearch
- posting
- prerequisites
- productgroups
- productmanagement
- productrelationships
- products
- profile
- provider
- purposeofloans
Q-R
- queue
- quotes
- releasenotes
- reporting
- reports
- reset
S
- search
- searching
- searchviews
- serachview
- servicedesk
- settings
- setup
- setupfee
- sms
- smtp
- solutionbuilder
- stage
- stageactions
- stagepermissions
- stages
- sync
- system
- systemsettings
T
U-W
- uinsure
- upload
- usergroups
- usermanagement
- userpermissions
- users
- usersetup
- userteams
- userviewprofile
- view
- viewprofile
- way
- website
- workflow
X-Z
- x
- zapier
- zappier
0-9
- 2
- 2way

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