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Status Will not implement
Categories Accounts & Contacts
Created by Jessi Owens
Created on Jun 12, 2025

RELATED IDEAS

Automatically Create Office Of when assigning Physicians from Insights

When assigning a Physician to a User in CRM FROM Marketscape Insights (Using Assign Anywhere), automatically create an Office Of Account and associate to the contact that is created from the assignment.

  • Part 1 - Create the Office Of

  • Part 2 - Associate the Office Of to the contact

  • Attach files