How To Get BPP Data Into Your CRM

What this answers?

• How do I get BPP data into a file?
• Can I save my case?
• Can I save my case without a file?

Solution

To save your case to a file, go to Data > Save Data.  To get a link to a case to save in your CRM, go to Data > Get a Link, then, when prompted, choose Get a Case Link.

More information on Getting a Case Link is available here: https://bestplanpro.com/feature/get-a-link-bpp-online-feature/