Create new lead in LendingPad from Bonzo pipeline stage, and format phone number
Create new lead in LendingPad from Bonzo pipeline stage, and format phone number
Create new leads in LendingPad when a person enters a specific pipeline stage in Bonzo, while formatting their phone number for consistency. This ensures accurate data entry and faster lead management.
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Overview
Create new leads in LendingPad when a person enters a specific pipeline stage in Bonzo, while formatting their phone number for consistency. This ensures accurate data entry and faster lead management.