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How can we improve the Smartr365 Fact Find?

Fact Find: New Mortgages

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UNABLE TO REACH CLIENT as an option for NPW

UNABLE TO REACH CLIENT as an option for NPW

28 votes

Wesley Ronayne shared this idea · Jan 18, 2021 · Report… · Admin →

planned · Feb 21, 2024

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Lewis Parry commented · February 17, 2023 1:48 AM · Report

This will help with future client data

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Ceri Walby commented · February 17, 2023 1:46 AM · Report

This will help with our figures and future client data

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Paul Hancock commented · February 17, 2023 1:40 AM · Report

For new leads dropping directly into CRM

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Paul Collier commented · February 16, 2023 8:04 AM · Report

Vitally important for our business to be able to see the contact rate for all the leads that we purchase

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