When a lead is created in Pipeline they must assign a FH to it. When the lead is brought into DIGicon, it does not display the FH, and there fore when a contract is started from the lead, the agent must add the funeral home a second time. Since both Pipeline and DIGicon pull the funeral homes from GIAS, it should be able to copy the FH from the lead into a contract.
For further info please check with Jessie, Taylor or Greg.
I need it... | Yesterday (let's go already) |