Create lead in CASEpeer from new client message in LEX Reception, and filter relevant messages
Create lead in CASEpeer from new client message in LEX Reception, and filter relevant messages
Create leads in CASEpeer when new messages arrive in LEX Reception, filtering for relevant communications. This ensures only pertinent client inquiries are processed, enhancing your case management efficiency.
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Overview
Create leads in CASEpeer when new messages arrive in LEX Reception, filtering for relevant communications. This ensures only pertinent client inquiries are processed, enhancing your case management efficiency.