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Ultimate Parent Account

Problem: You want to link an Account with it's ultimate parent Account. When you have multi-level account hierarchies, there are often many benefits to having all child accounts directly related to...

Account, Hierarchy

Automatically Assign Leads to Accounts


For many businesses, converting Leads into Accounts, while important, is time consuming and can be error prone as it depends on manual User entry. Having the process automated will ensure...

Account, Lead

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