Primerica rep not populated on deal
This will take you to V1 contacts where you can find any specific contact.
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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: ...
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. Ticket link: https://support.8twelve.mortgage/portal/en/kb/articles/infin8-error-message
V2 - Account disabled - Urgent
Provided the user with this link https://infini8v2-rt-production.infin8.io/client-keycloak/auth/realms/infin8v2prod/protocol/o[…]NEh0SzBpWGVkaElwVjA3cFpWVTNPSmgyZGZhNGVmanBVeGJBSU5s and it seemed to work ...
Underwriter Access to Shan Sundaram Org on INFIN8
I configured the user's role in Shan Sundaram's org to an underwriter Ticket link: https://support.8twelve.mortgage/agent/8twelvemortgage/8twelve-mortgages-corporation/tickets/details/272842000066895779/resolution