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.

Create lead in CASEpeer from new message in LEX Reception, format date, and filter details

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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.

Create lead in CASEpeer from new message in LEX Reception, format date, and filter details