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Insellerate recommends monthly calls with partners that routinely provide you business. |
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Associating External Contacts / Partners to Applications
The agent associates external contacts / partners to an application by adding them to the Contact fieldsspecifically designed fields in an application. Theses fields must be added to the Contact Form / Application by your admin and can be placed anywhere. A best practice is to create a “Contacts” or “Partners” section that lists all the different ways you can associate a an external contact / partner to the application. An external contacts contact / partner can be associated to an application in the following different types of relationships:
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