Trigger no portal access statuses in Client Dispute Manager and add leads to workflow in LeadConnector
Boost your efficiency in managing leads with this workflow. Whenever a No Portal Access Status surfaces in Client Dispute Manager, it promptly initiates the process of adding the lead to a workflow in LeadConnector. This seamless integration not only streamlines your lead management tasks but also ensures no potential lead slips through the cracks. Experience an enhanced, hassle-free lead management regime.
Boost your efficiency in managing leads with this workflow. Whenever a No Portal Access Status surfaces in Client Dispute Manager, it promptly initiates the process of adding the lead to a workflow in LeadConnector. This seamless integration not only streamlines your lead management tasks but also ensures no potential lead slips through the cracks. Experience an enhanced, hassle-free lead management regime.
- When this happens...No Portal Access Status
Triggers when we change the status from no portal access to other status.
- automatically do this!Add Lead to Workflow
Adds a lead to an existing workflow.
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Affiliate Active Status
Triggers when we change affiliates from any status to active status.
Try ItArchive Lead Status
Triggers when we change the status from archive lead to other status.
Try ItCompleted Status
Triggers when we change the status from completed to other status.
Try ItLead Status
Triggers when we change the status from lead to other status.
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Active Status
Triggers when we change the status from active to other status.
Try ItCancelled Status
Triggers when we change the status from cancelled to other status.
Try ItInactive Status
Triggers when we change the status from Inactive to other status.
Try ItNew Customer
Triggers when a new customer is created.
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