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Create client intake record in Neos from new message in LEX Reception

Create new client intake records in Neos when you receive messages in LEX Reception. This ensures timely follow-up and organized client information, enhancing your onboarding process and improving client engagement.

Create client intake record in Neos from new message in LEX Reception

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Overview

Create new client intake records in Neos when you receive messages in LEX Reception. This ensures timely follow-up and organized client information, enhancing your onboarding process and improving client engagement.

Create client intake record in Neos from new message in LEX Reception