All About Data
Everything you need to know about Eligible and data.
- How To Report Incorrect Client Data
- How to Upload Data to Eligible
- How to extract data from 360.net
- How to Create Reports in The Key - Sesame
- How To Create Reports in The Key
- How to Extract Data from Intelligent Office (IO)
- Key Data Fields Guides for your CRM
- Uploading Completions
- How to Extract Your Data from Revolution
- How to get data from MIDAS
- How to extract data from Toolbox
- How To Pull Your Data From Openwork (OWS)
- Key fields needed for Ekeeper CRM
- Automated Toolbox completions (AR firms only)
- Suppression List
- How To Upload Smartr365 Data
- How to Extract Data from 360.net – Completions Only
- Manual template for uploading your data (Sesame Users)