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