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Last Action Triggers

Overview

One of the flags in LeadMaster is Last Action. The list below are user actions taken that trigger the last action flag.

  • Assigning a call back/event
  • Attaching a custom form
  • Assigning a record
  • Adding an opportunity
  • Adding a quote
  • Updating a record
  • Assigning a campaign to a record
  • Cloning a record
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