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Sync Email New Opportunity New Case New Lead New Customer Add Note Phone Call New SMS Search

Service

New Case New Case Note

Sales

New Opportunity New Opportunity Note New Quotation Note New Sales Order Note

Leads

New Lead New Lead Note New Lead Contact

Customers

New Customer New Customer Note New Customer Contact

Tasks

New SMS New Phone Call Sync Emails

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New Case

Customer

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-- Select Customer --

Subject

Description

Case Type -- Select --

Status -- Select --

Category -- Select --

Sub-Category -- Select --

Contact -- Select --

Opportunity -- None --

Owner -- Select --

Send Notification

Create Case

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New Opportunity

Title

Description

Customer

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-- Select Customer --

Classification -- Select --

Source -- Select --

Value

Est. Close Date

Owner -- Select --

Create Opportunity

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New Note

Record

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-- Select Record --

Sub-Record -- Select --

Note

Visible to Customer

Save Note

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New Lead

First Name

Last Name

Company Name

Email

Telephone

Website

Lead Source -- Select --

Employee -- Select --

Owner -- Select --

Create Lead

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New Customer

Company Name

First Name

Last Name

Email

Telephone

Fax

Website

Business Entity -- Select --

Customer Type -- Select --

Employee -- Select --

Owner -- Select --

Create Customer

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New Contact

Parent Record

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-- Select Record --

Job Title -- Select Job Title --

First Name

Last Name

Email

Telephone

Mobile

Ext

Decision Maker Influencer Primary

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New SMS

Record

Find

-- Select Record --

Template -- Select Template --

Telephone Number

Message

Due Date

Send SMS

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New Phone Call

Record

Find

-- Select Record --

Telephone Number

Priority -- Select --

Direction -- Select --

Due Date

Note

Notify Assignee

Create Phone Call

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Sync Email

Sync the currently selected email to a record in The Layer.

Destination Record

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-- Select Record --

Subject: -

From: -

To: -

Date: -

Sync Email