Are Clients imported with the Deal?
Yes, all clients will be created with the Deal in Veritas. If you only have one client on the deal, make sure to delete the second one that is automatically created in Scarlett, otherwise a second client will be created in Veritas with the name Unknown Unknown.
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How is a specific deal imported from Scarlett?
To pull a specific deal from Scarlett into Veritas: From the Deal list, click the arrow beside Add New Deal and select Import From Scarlett. Ensure Language, Close Date, and Application Purpose are populated in Scarlett. Enter the full Application ...
Why won't my deal import from Scarlett?
When importing a specific deal from Scarlett, make sure to enter the entire Application Number, not just the numeric digits. For example, enter 'GHCOx12345' rather than '12345'. Additionally, the following information must be completed in the ...
Whose Clients and Leads can I see?
Brokers will only see their own Clients and Leads.
How is the deal's stage changed?
To change the deal stage, click the stage name in the bar across the top of the deal.
How is a deal marked as lost?
To move a deal to the Lost stage: Click the three ellipses in the top right of the screen and select Mark Deal as Lost. Select the appropriate Closure Reason from the dropdown menu (either Lost or Refused). If the deal is lost, select a specific ...