In Accountable CRM’s Mortgage Pipeline, users can click anywhere on a contact’s row to open the transaction popup. This feature allows instant access to edit transaction details, ensuring fast, and efficient updates without navigating to a separate page.
To edit an existing borrower’s information:
By clicking on the pipeline contacts anywhere in the entire row, they can edit the contacts.
Bulk Update Borrower Information in Pipeline Tabs:
To bulk update the transaction contacts click the select all check box to select those in the pipeline tabs.
Once contacts are selected, the action icons will appear. Click the Edit icon to bulk updating.
Then Modal Popup will appear, there you can update or remove the contacts from selling system, tags, account, contact type.
After making changes, click Save. The updates will now reflect on each individual contact’s detail page.
If you have any further questions, feel free to reach out to our coach on call—our team is always ready to assist..
- Accountable Support