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.