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EventPro Software User Manual

In the New Enquiry Area Definition, there is a new setting - "Auto Link to Existing Accounts" - that will automatically link up new Leads from EPConnect to existing CRM Accounts in EventPro, if possible.

If the Company/Contact information entered in the EPConnect New Enquiry Wizard appears to match an existing EventPro CRM Account...

...the matching CRM Account will be pulled into the resulting Opportunity in EventPro.

The Opportunity will also appear in the matching CRM Account's Opportunities tab.

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