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 Number (e.g., GHCOx12345) and click Import.
Related Articles
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 ...
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 ...
How long does it take for a new Scarlett deal to appear in Veritas?
The automated sync currently runs every four hours. The timeframe will be shortened in the future. If you use Import From Scarlett to pull in a specific deal, it can take between 5 mins and 20 mins to appear in Veritas, although it is often ...
How is a deal updated with changes from Scarlett?
To refresh a deal in Veritas, click the three ellipses in the top right of the screen and select Refresh From Scarlett.
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 ...