1) Go to your Leads.
2) Click on the lead you would like to add to your aggregator's CRM.
3) There is a button located on the top right:
+ Add to SalesTrekker
+ Add to Mercury
Click whichever one applies to your aggregator.
It may take up to 10 minutes for the deal to load into your aggregator's system.
If you have any questions or issues do not hesitate to reach out to us at firstname.lastname@example.org
Get easier, faster access to Effi when it's on your phone. Grab an app!