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EXOR RODRIGUEZ
1,540 PointsCreating a referral system (web-based)...how to?
Ok so today I receive around 15-20 e-mails that are referred to be using an establish system of referrals from a bank. Those e-mails that I receive have the same format and what changes is the info regarding each customer. I would love to get that e-mail into a type of referral/dashboard system that could translate using some key elements such as bank account in order to this new system automatically by the account number assign it to a sales representative.