Tag Follow Up Boss contacts when new Sierra Interactive info requests occur
Enhance your client engagement with this Sierra Interactive to Follow Up Boss workflow. Upon receiving a new request for more information in Sierra Interactive, this workflow will tag that contact in Follow Up Boss. It streamlines your communication process, ensuring you never miss engaging with a potential client, and keep your customer interactions organized and efficient.
Enhance your client engagement with this Sierra Interactive to Follow Up Boss workflow. Upon receiving a new request for more information in Sierra Interactive, this workflow will tag that contact in Follow Up Boss. It streamlines your communication process, ensuring you never miss engaging with a potential client, and keep your customer interactions organized and efficient.
- When this happens...New Request for More Info
Triggers when a new "Request for More Info" about a property is created by a lead.
- automatically do this!Add Tags to a Contact
Adds tags to a contact.
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