Notify on channel conflict when new lead is added in Kiflo PRM and Salesforce
Notify on channel conflict when new lead is added in Kiflo PRM and Salesforce
Check for existing records in Salesforce when a new lead is added in Kiflo PRM to prevent channel conflicts. Create a notification for any conflicts found, ensuring clearer communication and better lead management.
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Overview
Check for existing records in Salesforce when a new lead is added in Kiflo PRM to prevent channel conflicts. Create a notification for any conflicts found, ensuring clearer communication and better lead management.