CRM: Leads Management
This section is all about what happens within the Leads Management / CRM section of Scarlett Mortgage.
Leads & Opportunities
The CRM functionality of Scarlett Mortgage allows you to manage your leads and opportunities bring in new business in the same place that you run your...
Importing Leads
You can import leads into your CRM. This can be useful whether you are importing them from another system export, or collected them in a different man...