Create lead in CASEpeer from new message in LEX Reception, format date, and filter details
Create lead in CASEpeer from new message in LEX Reception, format date, and filter details
Create leads in CASEpeer when you receive new messages in LEX Reception, ensuring all relevant details are captured and formatted correctly. This boosts your client onboarding process and improves lead management.
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Overview
Create leads in CASEpeer when you receive new messages in LEX Reception, ensuring all relevant details are captured and formatted correctly. This boosts your client onboarding process and improves lead management.