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General Case Management

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Created by Adam Evans, last modified by Roly Birkwood on May 28, 2021

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eKeeper CRM Knowledge Base eKeeper CRM Knowledge Base

General Case Management

Creating a Case

Abandoning Cases

Bulk Deleting Products

Adding a Lender to a Case

Creating Customer Notifications

Sourcing with Solution Builder

Updating Your Insurance Products

How to Export to Solution Builder

Sourcing with Trigold

Sourcing with XPLAN Mortgage

Fields that map to XPLAN mortgage

Sourcing with Twenty7Tec

How to Export to Twenty7Tec

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