Where can I update my CRM details?

Where can I update my CRM details?

You can update CRM details by clicking the Broker Name in the top right-hand corner > Third-Party Credentials. See Below.


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      We need a two-way integration between Sherlok and your CRM to be able to update your CRM data.  We’re enthusiastically trying to work with all of the other aggregators to get this set up too - it’s a work in progress, but if you want to give your ...
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