Create new loan record in Podio for closed loans from specified actions
Create new loan record in Podio for closed loans from specified actions
Create a new record for closed loans in Podio when an action occurs, ensuring all relevant loan details are captured and organized for clearer reporting and faster processing.
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Overview
Create a new record for closed loans in Podio when an action occurs, ensuring all relevant loan details are captured and organized for clearer reporting and faster processing.