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We have the Researchers Edge set up to integrate with RE. We have about 5,000 records that were run through Wealthpoint and have data that I want to import into RE. This is done using the integration feature either 1 record at a time or with 'groups'. During our Part 2 training we were told thta the groups should not be bigger than say 200 records. So...........I'm wondering how others approached getting the full group into RE?
I also get confused about the number of records that are in TRE - we had 30,000 screened via prospect point -(those scores are now in RE) - and the top 5,000 screened via wealthpoint. the full 30,000 seem to be in TRE...does that make any sense??
RE integration confusion... 
Linear Mode
