Create new lead in MyCase from new client message in LEX Reception, and find or create referral source
Create new lead in MyCase from new client message in LEX Reception, and find or create referral source
Create new leads in MyCase when you receive a message in LEX Reception, ensuring accurate tracking of referral sources. This boosts your client onboarding process and enhances your lead management efficiency.
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Overview
Create new leads in MyCase when you receive a message in LEX Reception, ensuring accurate tracking of referral sources. This boosts your client onboarding process and enhances your lead management efficiency.