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Integration with PRECOA

There should be additional roles for the Family & Friends: "Precoa Submission Pre-Need" "Precoa Submission Online Review". When these are checked off, the information would be sent straight to Precoa upon closing the case. This would eliminate double entry and also increase the number of leads sent to PRECOA.

  • Crystal Van Orsdel
  • Aug 19 2020
  • Future consideration
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