DIGicon Ideas

FH should be pulled from Pipeline lead to DIGicon contract

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.

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  • Mar 16 2016
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I need it... Yesterday (let's go already)
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