Adding existing client to new CRM imported transaction

To add a vendor or buyer that has previously been imported into movebutler from CRM to a new transaction you have imported from CRM, please follow the below steps.

• On the 'Import Client from CRM' page. If the vendor or buyer has already been imported into movebutler on a previous transaction, please click on Continue to next step, rather than importing the vendors or buyers using the drop down menu.
• You may come through to the Title Register ordering page, if you do not need a copy of the Title Register please click 'I don't need a Title Register'.
• On the 'About your Client' page, please search the 'Find existing client' field using the email address for the vendor or buyer. Their name should appear and when you click on their name it will populate their details.
  
  
• You can then continue to complete onboarding the vendor or buyer to the transaction as normal.