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CX CLOUD: HOW TO: Flexible Contact Verification for Lead Creation in NEXT GEN/ Redwood System

in Sales 3 comments

Summary:
Exploring Methods for Validating Contact Information - Identifying a strategy to verify that at least one out of three contact details (Email, Office Phone, Mobile Phone) is provided during lead generation, rather than mandating the Email Address field as compulsory in Redwood (also known as NextGen).

Content (ensure confidentiality is maintained):
LEAD GENERATION - Investigating approaches to ensure that at least one contact method out of Email, Office Phone, or Mobile Phone is populated. This aims to provide flexibility beyond the current requirement of a mandatory Email Address in the Redwood (NextGen) system.

Acceptance Criteria:
The system should permit the entry and creation of a lead with just one of the following pieces of contact information provided: Email, Office Phone, or Mobile Phone. This process should not enforce the Email Address field as obligatory.

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