On Fundment you can currently pull in clients as "leads" from Intelligent Office, can we do the same from Plannr?
Dream process would be:
Client/prospect added to Plannr
Recommendations result in moving to Fundment
Import this client/prospect as a lead on Fundment side, which would pull all the basic client info from Plannr - title, names, addresses, DOBs, NINO, contact details etc.
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Accepting Feedback
Feature Request
Integration
Over 1 year ago

Cayleigh Johnson
Get notified by email when there are changes.
Accepting Feedback
Feature Request
Integration
Over 1 year ago

Cayleigh Johnson
Get notified by email when there are changes.