User cannot validate deal
The user's deal did not create on finmo. To fix this, I created my own user on his org and added my finmo team ID from 8T org so I can finmo push the deal.
Related Articles
Primerica rep not populated on deal
If a rep is not populating onto a V2 deal, copy the business partner referral ID from the notes and paste it into the contactID value of the following link: ...
User could not edit subject property
It seemed to be a cache issue the user was having, so I requested the information he was trying to input and did edited it myself then he was able to see the correct values on the subject property Ticket link: ...
Client contact is not editable and deal cannot push to finmo
If you cannot edit a client contact. It could be a duplicate. The steps taken in this instance is the following: 1. Went to contacts 2. Took a screenshot of the contact so then I would be able to recapture it if needed 3. Deleted the contact 4. Went ...
Fwd: New Mortgage Lead
The contact was under 8twelve org which is probably why it did not create a lead on the user's org. Because of this, I recreated the contact using the same info on the user's org and told him he will have to create the deal manually Ticket link: ...
Request for Ledger
Logged in as the user and clicked the ledger icon on the bottom right. From there press "Export as PDF"