When you push a lead or deal to FLEX, BrokerEngine creates a new opportunity in FLEX. By default, BrokerEngine also creates a new contact for each applicant and links that contact to the new FLEX opportunity. If you want to link a new opportunity to an existing FLEX contact, first link a BrokerEngine contact to a FLEX contact before running the data push.
You do not need to link the BrokerEngine contact if it does not yet exist in FLEX.
Contents
Prerequisites
Know how to push a lead or deal to FLEX.
Creating a link
To link a BrokerEngine contact to an existing FLEX contact, open the lead or deal in BrokerEngine. Click the person's name under APPLICANT DETAILS in the side menu. Expand the DETAILS folder.
Scroll down to INTEGRATIONS. Paste the FLEX Contact ID into the FLEX Contact ID field. Click Save. Go back to the lead or deal and push it to FLEX.
