Capture and format borrower dates from Finmo, and search for contacts in Freshsales

Capture borrower application dates, format them for clarity, and search for existing contacts in Freshsales Suite to ensure accurate record keeping and effective follow-up.

Capture and format borrower dates from Finmo, and search for contacts in Freshsales

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Overview

Capture borrower application dates, format them for clarity, and search for existing contacts in Freshsales Suite to ensure accurate record keeping and effective follow-up.

Capture and format borrower dates from Finmo, and search for contacts in Freshsales