Summary

Take leads from external sources and have them automatically imported into the CRM


Solution

Incoming leads can be assigned directly to an agent or to an agency. If the lead is assigned to an agency, then there must be a distribution pool setup for that lead source. 


REfindly currently supports automatic lead import from the following sources. Click the link next to each for details on how to add those sources to the CRM.


If you have additional lead sources you would like automatically imported into the CRM, please email us [email protected].