Recognition of two columns in CRM Accounts Board (not just the name)

ragdavis3008 · April 11, 2025, 8:29am

an automation for a Lead board to check two columns in the account board to see if there is already an account based on the TWO columns and not just the name column

dmccarthy22710 · April 11, 2025, 7:05pm

Is this an either or situation or both? Ie if either one is the same, does that count?

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Recognition of two columns in CRM Accounts Board (not just the name)

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