View Source

Use the Enter Fact Find to begin

Service Desk > Enabling the finova CRM Fact Find for the finova Client Portal > image-20210714-145339.png

Select the fact find to use and Continue

Service Desk > Enabling the finova CRM Fact Find for the finova Client Portal > image-20210714-145611.png

You are able to complete/check fact find questions, sections and pages, prior to making this available to the client

Click on the Finish button to exist this area.

Service Desk > Enabling the finova CRM Fact Find for the finova Client Portal > image-20210909-114834.png

Send to Burrow Portal will make the Fact Find available to the client within the finova Client Portal

Service Desk > Enabling the finova CRM Fact Find for the finova Client Portal > image-20220207-123827.png

Service Desk > Enabling the finova CRM Fact Find for the finova Client Portal > image-20220207-123152.png