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Fast Credit Financial

  • Licensed and configured Infusionsoft to manage a database of leads (with tagging based on the user’s language and region), as well as distribute leads on a round-robin based to one of several salespeople in 2 offices
  • Integrated website with the CarQuery API so that applicants could choose their specific year, make, and model car from a series of pre-populated dropdown fields. This data was then sent in a loan request form, along with their contact information, to the Infusionsoft CRM as a sales lead

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Posted on

November 27, 2016

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