Key data fields guides for your CRM
CRM users – check out some of our quick ‘how to’ guides to get you started:
- Intelligent Office
- Toolbox – DA firms only
- The Key
- The Key- SESAME ONLY
- 360.net (First Load Only)
- OMS: Simply generate the Eligible report on your reporting suite.
Toolbox – PRIMIS AR firms who use Toolbox can take advantage of our direct integration as soon as you sign up – so no need to pull the data yourself.
CRM not listed? Not to worry – our team can jump on a call to help guide you through – we’ll work it out together. We can even help you pull data on a screen share together (subject to signing a data protection contract)
No CRM? No problem.
You can get started with our Key Fields Template. Fields marked in blue are “must-haves” – we’ll need these to get you started.
What’s the entire launch process?
Now you’re clued up on the data requirements, you can see what exactly what happens from our very first touchpoint.
Our team are happy to jump on a call to talk through what’s needed. We can even help you pull data on a screen share together (subject to signing a data protection contract)
Still have questions? Talk to us