When you push a lead or deal to FLEX, BrokerEngine creates a new opportunity in FLEX. By default, BrokerEngine also creates a new contact for each applicant and links that contact to the new FLEX opportunity. If you want to link a new opportunity to an existing FLEX contact, first link a BrokerEngine contact to a FLEX contact before running the data push.
You do not need to link the BrokerEngine contact if it does not yet exist in FLEX.
Contents
Prerequisites
Creating a link
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Prerequisites
Know how to push a lead or deal to FLEX.
Creating a link
To link a BrokerEngine contact to an existing FLEX contact
1. Open the lead or deal.
2. Expand the Fact Find section in the left hand sidebar.
3. Click Applicants. The applicants page loads in the centre pane.
4. Scroll down to Integrations
5. Paste the FLEX Contact ID into the FLEX Contact ID field.
6. Click Save
7. Sync to FLEX
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