CoreBridge strives to make the customer import process as easy as possible. To help achieve this, we have outlined these basics of what to expect during this time of transition as you move from Resource to CoreBridge.
For more information on imported Orders and Financial information, please see:
Imported Financial Information From Resource
All of your Customers and their information will have already been imported into your new CoreBridge system.
a. Company Origination will be set as Import.
Note: This can be updated at any time in Sales / Customers / Companies under the Company Details tab.
