Fundment Platform Client Import

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.

Area of the system
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Upvoters
Status

Accepting Feedback

Board
πŸ’‘

Feature Request

Tags

Integration

Date

Over 1 year ago

Author

Cayleigh Johnson

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