Process new subscriptions from Wufoo, find location in Salesforce, assign staff, and create intake record
Process new subscriptions from Wufoo, find location in Salesforce, assign staff, and create intake record
Process new subscription entries from Wufoo, find relevant location data in Salesforce, assign cases to staff based on the day, and create detailed intake records in Salesforce for faster onboarding and improved case management.
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Overview
Process new subscription entries from Wufoo, find relevant location data in Salesforce, assign cases to staff based on the day, and create detailed intake records in Salesforce for faster onboarding and improved case management.