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 on the button and this will create a deal in your aggregator's platform.
Please note it could take up to 10 minutes for the deal to be created depending on the data and document size.
If you have any questions, you can contact us at firstname.lastname@example.org.