Occasionally a team member may have made an update in the CRM that you as the trust person are not aware of. For example, a new conveyancer has been attached to a listing or the spelling of a purchaser's name is changed.
Step 1: Locate the Sale
Step 2: Check Vendor, Purchaser & Solicitor Details
Step 3: Copy Updates from Zenu CRM
A new client is found
Or an existing client's name has changed.
Values displayed in Red indicate that the value in the CRM differs from the client in Zenu Trust.
