17 articles
Using CAF CRM reports
Managing My Details
Office 365 Outlook Integration & Managing the Mercury Inbox via CAF CRM
Managing Opportunities in My Workspace
Managing the Opportunity Kanban
Managing Tasks on your Opportunity
Completing a Stand Alone Quote
Managing Your Doc Request End to End
About Doc Centre
Keeping track of your CPD points
About the Quote
Creating a Company or Trust Contact
Creating a People Record
About Opportunities
Access Details Required to push applications to a lender portal (API Submission)
About CAF CRM
CAF Calculator