Create proposals in Offri for new clients in Credit Repair Cloud
Effortlessly generate proposals in Offri for newly added clients in Credit Repair Cloud with this time-saving automation. By eliminating manual data entry, you can promptly respond to new opportunities and present potential clients with professional proposals. Stay ahead of the competition and enhance your client onboarding experience by streamlining your sales process.
Effortlessly generate proposals in Offri for newly added clients in Credit Repair Cloud with this time-saving automation. By eliminating manual data entry, you can promptly respond to new opportunities and present potential clients with professional proposals. Stay ahead of the competition and enhance your client onboarding experience by streamlining your sales process.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Proposal
Creates a proposal, optionally from a template.
- Free forever for core features
- 14 day trial for premium features & apps
Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Try ItNew Client
Triggered when you add a new client.
Try ItNew Lead
Triggered when you add a new lead.
Try ItUpdate Lead
Triggered when you update a lead.
Try It
New Affiliate
Triggers when a new affiliate is created.
Try ItNew Invoice
Triggered when you add a new invoice.
Try ItUpdate Client
Triggered when you update a client.
Try ItFirst NameRequired
Last NameRequired
EmailRequired
Middle Name
Suffix
Mobile Phone
Home Phone
Work Phone
Work Phone Ext
Fax
Social Security Number
Birth Date
Street Address
City
State
Zip
Country
Memo
Previous Mailing Address