← Dashboard

TLH CRM admin

Enable subscriptions, store GoCardless CRM plan links, and manage dedicated implementation cases.

GoCardless CRM plan links

Enable / disable CRM for agent

Implementation cases

AgencyAgentStatusStageUpdate

Agent guide — feeds & drafts

Share this with agents when their first CRM drafts land. Explains daily sync, why stock starts as Draft, and how to publish.

Open Feed & Drafts guide → Connect CRM setup
https://www.tlhportal.co.uk/crm-feed-drafts.html

CRM feed imports

Rex / Alto / Street uploads. Avard is new-only — existing stock is skipped and counted below. Street API agencies (e.g. Cooper Adams) sync on a schedule into drafts.

Review agent drafts → Agent feed guide
When Source Agent Parsed New Updated Skipped existing Skipped status Mode