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Capture new leads from referrals, add/update contacts, add/update opportunities, and map identifiers in CRM

Capture new leads from referrals, add/update contacts, add/update opportunities, and map identifiers in CRM

Capture new leads from referrals by adding or updating their contact and opportunity details in LeadConnector. Ensure proper mapping between referral and CRM identifiers for clearer reporting and better lead management.

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Overview

Capture new leads from referrals by adding or updating their contact and opportunity details in LeadConnector. Ensure proper mapping between referral and CRM identifiers for clearer reporting and better lead management.

Capture new leads from referrals, add/update contacts, add/update opportunities, and map identifiers in CRM

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