Onboarding: account matching session

Hi Tariq, Following our last call, I would like to set up a focused session on account matching between the branch system and your CRM. From what we saw, that is where most of the remaining effort sits, and it affects how each trade account's orders, disputes and invoices show up together. I can do Monday or Tuesday of next week. I would plan for about an hour and a half. It would help if you could pull a handful of trade accounts that you know are matched badly, so we can use real examples rather than talking in general terms. Let me know what works, and I'll send an invite. Kind regards, Laura Penhaligon Implementation Consultant, BB-Demo

Hi Laura, Sorry for the slow reply, I was tied up with a data load issue earlier in the week. Tuesday is better for me, in the morning if possible. I'll put together some example accounts beforehand. I would rather check each of them against the branch records first than hand you a list I have not verified. One thing: if we agree any changes to the mapping, I need to tell the rest of my team before it goes live. So let's treat the session as agreeing the approach and not as the point where we change anything. Cheers, Tariq