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Categories CRM App
Created by Guest
Created on Jun 13, 2019

Automatically create or open a document when a status changes on a problem or a lead

When a lead or a problem status changes we have a document that we may want to e-mail to the customer or to a colleague and it would be good to be able to automatically create them. I can see that some documents can be automatically created when a lead is created but not linked to a status

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