Create new lead in MyCase from new message in AnswerConnect, filter data, and format client information
Create new lead in MyCase from new message in AnswerConnect, filter data, and format client information
Create new leads in MyCase when you receive messages from AnswerConnect. Extract and organize relevant client information for follow-up, ensuring faster onboarding and improved client engagement.
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Overview
Create new leads in MyCase when you receive messages from AnswerConnect. Extract and organize relevant client information for follow-up, ensuring faster onboarding and improved client engagement.