Notify stakeholders when loan application is received, update lead status, and delete associated files
Notify stakeholders when loan application is received, update lead status, and delete associated files
Notify relevant stakeholders when a loan application is received, update lead status in Salesforce, and manage associated files in Dropbox for clearer reporting and improved collaboration.
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Overview
Notify relevant stakeholders when a loan application is received, update lead status in Salesforce, and manage associated files in Dropbox for clearer reporting and improved collaboration.