Exporting Partners to your CRM

SD
Written by Shanna Doherty
Updated 2 years ago

After you have identified new partners for recruitment, you can export to your CRM. 

Use the add button to narrow down the partners you wish to export. 

Once you are satisfied with your choices, click the export button. 

If you are below your monthly limit, this will sync your choices and export. 

Companies already in your CRM will be flagged as duplicates, and will not be exported. 

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