Create sales in Wave for new Follow Up Boss contacts
Effortlessly manage your sales records with this seamless workflow between Follow Up Boss and Wave. Whenever a new contact is created in Follow Up Boss, a corresponding sale record will be added in Wave, ensuring your financial data stays up-to-date. Save time and eliminate manual data entry, so you can focus on nurturing leads and growing your business.
Effortlessly manage your sales records with this seamless workflow between Follow Up Boss and Wave. Whenever a new contact is created in Follow Up Boss, a corresponding sale record will be added in Wave, ensuring your financial data stays up-to-date. Save time and eliminate manual data entry, so you can focus on nurturing leads and growing your business.
- When this happens...New Contact
Fires when a new contact is created in Follow Up Boss.
- automatically do this!Record Sale
Records an Income transaction with optional Sales Tax and optional Payment Processing Fee.
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