With the application open, click Services
on the Left Navigation
Pane. The Services screen opens. Scroll to the CRM section.
Click the CRM
Enrollment button. The CRM
Enrollment screen appears.
For Mailing Address,
select which address is to be exported from Expert into the CRM:
Applicant - exports address
of applicant (Address section
on Applicant Details screen).
Property - exports address
of Subject
Property (on Application Edit screen).
Other - for exporting another
address; if selected, enter the address details in the available fields
that become active.
If you are updating a client who already exists in
the CRM, select Yes from the
Existing CRM Client
dropdown.
By default, your name appears in the Agent
on Correspondence dropdown. If required, you can select another
agent.
From the CRM
dropdown (name specific to your firm), select Include.
Enter any notes in the CRM
Notes field.
If importing a new client into the CRM, click the
Save button. The information
is passed onto the firm head office for upload into the CRM.
or