LeadSquared has been developed to support the sales process and has a number of automations to ensure data compliance between the platforms. Ensuring that information is added directly into the LeadSquared Marvin platform will ensure that all automations and workflows are properly engaged and next steps are triggered.
There are specific tasks that will be required to be completed inside of the XCAS platform, including checklists, ADMS and EC Submissions/FAO Validation.
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