Create new Compass leads from new Stan customers
Start enhancing your workflow as soon as you onboard new customers in Stan by directly creating leads in the Compass app. This streamlines your process, ensuring no potential customer is overlooked, and fostering engagement right from the start. Get ahead with this convenient and efficient solution that transforms your customer management system.
Start enhancing your workflow as soon as you onboard new customers in Stan by directly creating leads in the Compass app. This streamlines your process, ensuring no potential customer is overlooked, and fostering engagement right from the start. Get ahead with this convenient and efficient solution that transforms your customer management system.
- When this happens...New Customer
Triggers when a customer has purchased something from you or signed up as a lead. Filter based on product to get more granular information.
- automatically do this!Create a New Lead
Create a new lead in your Compass CRM.
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