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Classic - Bulk Creation

Classic - Bulk Creation

Owned by Rebecca Kornblum
May 03, 2024

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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