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Contact completion – notification to the broker

Notification to the broker

If you have specified the corresponding option in the contact completion configuration, you (i.e. the person who sent the contact completion) will receive a message about the change. This is in plain format and contains the changed data, information about the changes in search criteria and the confirmations of the additional questions (e.g. on data protection or notice obligations).

Search criterion

If the interested party creates a search criterion in the contact completion, this process is noted in the activities and additionally entered in the search profile as a remark. If your prospect has removed a search profile in the contact completion, it will not be deleted in the contact record, but deactivated. The deactivation is also entered in the activities and in the search profile.