Update client information in Copilot based on specific criteria
Update client information in Copilot based on specific criteria
Update client information in Copilot based on specific criteria to enhance financial assistance processes. Filter updates to ensure only relevant changes trigger updates, resulting in faster and more accurate client management.
Zap details:
Overview
Update client information in Copilot based on specific criteria to enhance financial assistance processes. Filter updates to ensure only relevant changes trigger updates, resulting in faster and more accurate client management.