Creating a workflow automation for the Calls module is for efficient call management within CRM — this will automatically perform actions whenever a call is received, made, missed, or scheduled. This significantly reduces the manual effort required ...
Key Performance Indicator (KPI) is a standard measurement that demonstrates the effectiveness of your sales team in achieving important business objectives, it also gives useful analytics to help sales personnel increase their productivity by ...
While inserting a lead via API, make sure you are specifying the email address of the lead owner. If you use the lead owner's name or user ID, the lead will be assigned to the default login credential used in ticket generation.