Add new CRM contacts to phone contact list
Add new CRM contacts to phone contact list
Your CRM person records missing from the phone system delay borrower outreach and verification. Adds new contacts to the phone directory so reps can call same day.
Overview
New borrower contacts that exist in your CRM but not in your phone system create friction and missed calls. This flow moves CRM person records into the phone directory so support and loan officers can make time-sensitive outreach the same day.