Data Archives
- How to securely upload data to Eligible
- How to change or report incorrect client data
- How to create reports in the KEY - Sesame
- How to extract data from 360.net
- How to create reports in the Key
- Key data fields guides for your CRM
- Uploading completions
- How to get data from Revolution
- How to extract data from IO
- How to get data from MIDAS
- How to extract data from Toolbox
- How to get data from OWS
- Key fields needed for Ekeeper CRM
- What happens after you upload your data
- Suppression lists
- Automated Toolbox completions (AR firms only)