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Bulk Creation

Bulk Creation

Owned by Romina Chu (Unlicensed)
Last updated: Oct 06, 2022 by Rebecca Kornblum

Only the Org Admin can use bulk user registration.

The data contained in the CSV file allows users to do the following:

  • Create Users

  • Map Branch

  • Map State License

  • Map Loan Types

  • Map Org Roles

  • Define UserLead Setting

    • Lead Cap

    • Open Lead Cap

 

 

 

 

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