Automating Updates to AMCalc Loan Status on Lead Conversions
Scott Aker Scott Aker

Automating Updates to AMCalc Loan Status on Lead Conversions

In another post we discussed how to use AMCalc Status values to differentiate between loan payment schedules associated with leads from those associated with customers. In this post I will show you a way to automatically update the status of a loan when lead records are converted to contact records.

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