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Sales Enablement Beta Feedback
Created by Mark Meadows
Created on Feb 20, 2024

Record Types are case sensitive when searching. (Leads)

When searching all records through AgencyBloc, Individual records are not case sensitive or do not require the phone number to be typed exactly as entered. But if the Record is a Lead and not an Individual the phone number will not be searchable. EX: The Record phone is entered as "(503)-123-4567" and will not show if you search "5031234567" however it will if it is an Individual.

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