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Xanatek: IMS4 Integration
Before setting up your IMS4 integration, you will want to add your Users to Rocket Referrals. This can be done by going to your Setup page and clicking Add User. A user can be an Agency principal, Sales person, Customer Support Representative or any other person you'd like to give access to your Rocket Referrals account. Outside of providing administrative access, these users will be individuals for whom Rocket Referrals will be communicating on their behalf to your clients. !(https://sto
Xanatek: Entering client referrals
Entering referral sources in IMS4 is the best way to teach Rocket Referrals which of your clients are the most active promoters. It will immediately categorize that referral source as a promoter in Rocket Referrals, drive follow up Thank You Cards and have a huge impact on improving your online reviews. Here is how to get started: 1. Select a client. Under the Info tab, click Edit. In the top right corner of the screen you will see a field entitled "Referred By". (https://storage.cris
Xanatek: How to manage Divided Households such as divorces or deceased spouses.
Select the Secondary Contact. Go to the status button in toolbar or right-click and go to status. Select the “Remove as Secondary” option. This removes the wedding ring icon. It will also remove the selected contact from the Display Name Index, the Info tab and the constant header at the top. IMS syncs only the Primary and Secondary contacts to Rocket Referrals. By removing the secondary status, you are removing the contact from Rocket Referrals. !(https://storage.crisp.chat/users/helpdesk