Process agent form submissions from Jotform, filter entries, and update Microsoft Excel with client details

Process agent form submissions from Jotform to filter relevant entries and update Microsoft Excel with client details and payment information, ensuring accurate records and faster cash payment processing.

Process agent form submissions from Jotform, filter entries, and update Microsoft Excel with client details

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Overview

Process agent form submissions from Jotform to filter relevant entries and update Microsoft Excel with client details and payment information, ensuring accurate records and faster cash payment processing.

Process agent form submissions from Jotform, filter entries, and update Microsoft Excel with client details