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Customer Workspace Ideas Portal
Status Needs review
Categories Integrations
Created by Almeen Siddique
Created on Jun 16, 2025

Log Calls Against Leads first and then if Lead not found then in contacts in SalesForce

The user wants calls made via JustCall to be logged against Lead first and if Lead is not found then Contacts in Salesforce.
Currently, calls are being logged under Contacts even when matching Lead records exist, which disrupts their workflow and affects reporting accuracy.

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