How to Get BPP Data Into Your CRM?

What this answers?

  • How do I get BPP data into a file?
  • Can I save my case?
  • Can I save my case without a file?



To save your case to a file, go to Data > Save Data.  To get a link to a case to save in your CRM, go to Data > Get a Link, then, when prompted, choose Get a Case Link.


More information on Getting a Case Link is available here: https://bestplanpro.com/feature/get-a-link-bpp-online-feature/


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