Credit Repair Cloud + Microsoft OneNote
Create Microsoft OneNote notes for new Credit Repair Cloud leads
Stay organized with your credit repair leads by automatically creating a note in Microsoft OneNote when a new lead is added to Credit Repair Cloud. With this workflow, you can easily keep track of important details and streamline your lead management process, ensuring you never miss crucial information about potential clients.
Stay organized with your credit repair leads by automatically creating a note in Microsoft OneNote when a new lead is added to Credit Repair Cloud. With this workflow, you can easily keep track of important details and streamline your lead management process, ensuring you never miss crucial information about potential clients.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Note in Section
Triggers when a new note is created in a notebook/section.
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Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Try ItNew Client
Triggered when you add a new client.
Try ItNew Lead
Triggered when you add a new lead.
Try ItUpdate Lead
Triggered when you update a lead.
Try It
New Affiliate
Triggers when a new affiliate is created.
Try ItNew Invoice
Triggered when you add a new invoice.
Try ItUpdate Client
Triggered when you update a client.
Try ItFirst NameRequired
Last NameRequired
EmailRequired
Middle Name
Suffix
Mobile Phone
Home Phone
Work Phone
Work Phone Ext
Fax
Social Security Number
Birth Date
Street Address
City
State
Zip
Country
Memo
Previous Mailing Address
