...
Encompass Username: Does the user’s Encompass username in Insellerate match what they are actually using in Encompass? Many users have two user namesusernames. Open the user in User Registration or have them check their User Profile to see what Encompass Username username is in Insellerate.
State Licensing: confirm Confirm that the property state of the lead in Insellerate is a state included in the User’s user’s Encompass State Licensing state licensing and that are the state licensing in Encompass is still valid (not expired).
...
| Expand | ||
|---|---|---|
| ||
Please check with your Encompass admin administrator as the file was successfully exported. |
| Expand | ||
|---|---|---|
| ||
Move to #3. |
...
| Expand | ||
|---|---|---|
| ||
The file was successfully exported, please . Please check within Encompass. If you are unable to locate it, check with your Encompass adminadministrator. |
| Expand | ||
|---|---|---|
| ||
The file was successfully exported but was unable to be assigned to the user within Encompass. This is most commonly caused by either state licensing or an invalid Encompass username listed within your user profile. You can check with your Encompass admin to have the lead assigned to you within Encompass. If this continues to happen on multiple files, please inform our support team. |
...
| Expand | ||
|---|---|---|
| ||
This indicates an issue with the specific lead and its data. Do a quick check to see if all fields within the lead information appear valid, a . A common issue is that a date field within the file will be outside of the allowed date year range (must be between 1900 and 2199). If you are unable to find the field causing issues exporting to Encompass, please contact our support team. |
...