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Ask PT About Using Automation to Assign Leads to Accounts in Salesforce

2023/01/25

Dear PT, 

Like many Salesforce® users, we have to manually assign Leads to their related Account. Of course, this opens up the potential for errors. It would be nice if we could automate this process and then notify the correct salesperson about the new Lead. Any thoughts on how we could easily do this?

Dom Main from Lincoln, NE

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