Elead Training – Confirm CRM / DMS Solds

Sales Managers – Confirm CRM

To confirm CRM / DMS Solds, follow the instructions below.

1. Click on “Reports”
2. Click on “Specialist Tools”
3. Click on “ELEAD CRM Confirm Sales”
   
4. Select the Date Range in which you want to merge record.
5. Find the records you want to merge/confirm into a single record. The Black records are DMS/Confirmed records and Green and CRM/Unconfirmed. All Green records need to be either Unwound or Merged into a Black DMS record. If you want to merge the records, click the checkbox next to the name.
6. Click the merge records icon.
   
7. Select the radio button next Prospect Information and Opportunity Information to want to keep. Note: You’ll want to keep the DMS record for Prospect (all caps) and Opportunity Record with a Sales Status of “SOLD” – not DMS Sold – this will ensure the tracking is correct.
8. Click the “Merge” button.