Contact data completion

Have you created a new contact and need the person’s full details? Do you need further information or a scan of your ID card for the Money Laundering Act? Would you like to be remembered?
Send your prospects a contact data completion. You can use it to request new information or ask your customers to check that the information is up to date.

You can have only the address and contact data, the search criteria, the data for the Money Laundering Act or the corresponding combinations checked. You can also ask further questions, such as confirming the terms and conditions.

Direct completion can be found under “Contact data completion – Where and how“, as multiple completion it is explained under “Mass contact data completion“.

You will be notified by e-mail of any changes made by the prospect – if desired – and can then initiate the next steps. The confirmation of the terms and conditions, the request for the newsletter etc. is of course stored in the activities of the prospect.

The completion is not only available for contacts, but also for properties.