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Approve Contacts
The import feature and Web forms have an option to enable manual approval of records. When this option is enabled, records imported or gathered through web forms are not added directly to the modules. They need to be approved first for other users to ...
Approve Leads
The import feature and Web forms have an option to enable manual approval of records. When this option is enabled, records imported or gathered through web forms are not added directly to the modules. They need to be approved first for other users to ...
Approve Records
The import feature and Web forms have an option to enable manual approval of records. When this option is enabled, records imported or gathered through web forms are not added directly to the modules. They need to be approved first for other users to ...
Associate Tickets
You can create a 360-degree view of the Case to display all the associated details, such as potentials, cases, open activities, history of the completed activities, attachments, and notes. In the Campaign Details page, you can associate the following ...
Create Tickets
In CRM, you can create cases by: Entering data in the case details form: You can manually fill in the Case details gathered from various external sources. Importing cases from external source: You can gather data through various sources and import ...