Thanks for attending our recent training webinar. The recorded session below will help you review anything we covered during the live session.
We show you how to integrate the CashDeck bank statement retrieval and expense analysis service with Connective's Mercury CRM system, including:
Pricing
Creating your CashDeck account via Mercury
Creating a request
Client experience
Data sent to Mercury
Living expense reports
Additional Information
Click here to view relevant guides in the Connective Wiki, including details about pricing and billing.
For details about our processes, security, and useful information you might share with your clients, please take a look at this guide.