Create new Sign In Scheduling customers from new Follow Up Boss contacts
Effortlessly maintain your customer database across both Follow Up Boss and Sign In Scheduling with this seamless workflow. When you add a new contact in Follow Up Boss, it will automatically create a new customer in Sign In Scheduling. This way, you can ensure consistent communication and record-keeping for your clients without manual data duplication.
Effortlessly maintain your customer database across both Follow Up Boss and Sign In Scheduling with this seamless workflow. When you add a new contact in Follow Up Boss, it will automatically create a new customer in Sign In Scheduling. This way, you can ensure consistent communication and record-keeping for your clients without manual data duplication.
- When this happens...New Contact
Fires when a new contact is created in Follow Up Boss.
- automatically do this!Create New Customer
Creates a new Customer in 10to8.
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