Follow Up Boss + Interact
Update contact stage in Follow Up Boss for new Interact leads
Efficiently manage your sales pipeline by automatically updating contact stages in Follow Up Boss when new leads are added to Interact. With this seamless workflow, you can promptly track the progress of your leads and focus on building strong customer relationships without the hassle of manual updates. Stay organized and save time as your sales process continuously improves.
Efficiently manage your sales pipeline by automatically updating contact stages in Follow Up Boss when new leads are added to Interact. With this seamless workflow, you can promptly track the progress of your leads and focus on building strong customer relationships without the hassle of manual updates. Stay organized and save time as your sales process continuously improves.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Change Stage of a Contact
Changes the stage of an existing contact.
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