How does RQ match clients with Intelliflo records?
RQ matches using client email or creates a new lead if no match is found.
How does RQ match clients with Intelliflo records?
Category: Intelliflo Office
RQ checks for a matching Intelliflo Office client using the client's email address. If a match is found, the referral links to that record. If no match is found, RQ creates a new lead in Intelliflo Office.