Create notes in Close for new recordings in tl;dv, find lead, and add meeting details
Create notes in Close for new recordings in tl;dv, find lead, and add meeting details
Create detailed notes in Close for each new recording added in tl;dv, ensuring all relevant meeting information is captured and associated with the correct lead. This improves lead tracking and enhances your CRM's effectiveness.
Zap details:
Overview
Create detailed notes in Close for each new recording added in tl;dv, ensuring all relevant meeting information is captured and associated with the correct lead. This improves lead tracking and enhances your CRM's effectiveness.