Advisor Hunt CRM
Drop a Person & Firm export. Review who is new, then add those contacts to the CRM. People already in the CRM go to the exception report.
Every field that will be written to CRM, including blanks. Expand a row to review.
No new contacts to add.
No existing matches.
| Name | Company | CRD | AdvizorPro | CRM ID | Matched on | CRM status |
|---|
No skipped rows.
| Row | Name | AdvizorPro | Reason |
|---|