Track document requests for leads in Close and log in PostgreSQL
Track document requests for leads in Close and log in PostgreSQL
Track requests for documents linked to leads when a custom activity is published in Close. Find the relevant lead and user, then log the details in PostgreSQL for clearer reporting and improved follow-up.
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Overview
Track requests for documents linked to leads when a custom activity is published in Close. Find the relevant lead and user, then log the details in PostgreSQL for clearer reporting and improved follow-up.