Create new lead in Salesforce from new appointment in Great AEP, and format attendee information

Create new leads in Salesforce whenever a new appointment is scheduled in Great AEP. Capture and organize attendee information for faster onboarding and improved lead management.

Create new lead in Salesforce from new appointment in Great AEP, and format attendee information

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Overview

Create new leads in Salesforce whenever a new appointment is scheduled in Great AEP. Capture and organize attendee information for faster onboarding and improved lead management.

Create new lead in Salesforce from new appointment in Great AEP, and format attendee information