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Jun 26, 2018 at 03:18 AM

New Lead created vai another system and sync to C4C

235 Views Last edit Jun 28, 2018 at 05:41 PM 2 rev

Currently we have new business leads created via questionaire or any other social media. It then gets sync to C4C. Some of the leads are from exisiting customer but unfortunately when you edit the lead, the field "company name" is a free text field. Would it be possible to do a lookup on the existing customer master data?