Ulrik Walter Rasmussen
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Ulrik Walter Rasmussen commented, Hi, I am Insightly user. I am not sure what you want? Usually you create the customer as a lead. Once the customers as signed/paid/whatever, the entry is converted to a contact for future referenc...
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Ulrik Walter Rasmussen created a post, Automatic lead creation
Case: A customer sends an email with attachment to a office365.com created company email address which is not monitored eg. suggestions@mycompany.com.The attachment is usually a .pdf file. I would ...
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