Credit Repair Cloud + Sign In Scheduling
Create blocked off times in Sign In Scheduling for new leads in Credit Repair Cloud
Stay on top of your new leads and manage your schedule efficiently with this workflow. When a new lead is created in Credit Repair Cloud, it will automatically add a blocked-off time in your Sign In Scheduling app, ensuring that you allocate time to handle the new leads. Simplify your lead management and improve your appointment scheduling with this streamlined process.
Stay on top of your new leads and manage your schedule efficiently with this workflow. When a new lead is created in Credit Repair Cloud, it will automatically add a blocked-off time in your Sign In Scheduling app, ensuring that you allocate time to handle the new leads. Simplify your lead management and improve your appointment scheduling with this streamlined process.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Add Blocked Off Time
Block off a new range of time in your diary.
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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
