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[USER=545]@Rick Buffkin[/USER] Thank You, great info.Yeah there is no SSN & DOB involved, it is just name and email or phone. Keep it simple.I am going to take your advice and check with couple CRM providers if lead.xml attachments are required in any scenario. If so, does it matter if we include lead.xml in every single email to cover those scenarios and not re-work in the future for additional changes. I will share their response with this group.
[USER=545]@Rick Buffkin[/USER] Thank You, great info.
Yeah there is no SSN & DOB involved, it is just name and email or phone. Keep it simple.
I am going to take your advice and check with couple CRM providers if lead.xml attachments are required in any scenario. If so, does it matter if we include lead.xml in every single email to cover those scenarios and not re-work in the future for additional changes. I will share their response with this group.
