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BoF Form Fill (Does record exist in SFDC? (Yes (Check for duplicates…
BoF Form Fill
Does record exist in SFDC?
Yes
Check for duplicates
Alert sent to record owner
Follow-up on
Marketing Engagement
task created in SFDC
1 day SLA
triggers for task
Add to SalesVue cadence
1st touch
same day call
2nd touch
same day email
1 more item...
No
Alert sent to
Creighton/Marketing
/BDRs/Sales
Record assigned in SFDC