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Create notes in Close for new tl;dv recordings and link to existing leads

Create notes in Close for new tl;dv recordings and link to existing leads

Capture essential details from new recordings in tl;dv and link them to existing leads in Close. Create notes that enhance your CRM with valuable insights, improving lead engagement and accelerating your onboarding process.

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Overview

Capture essential details from new recordings in tl;dv and link them to existing leads in Close. Create notes that enhance your CRM with valuable insights, improving lead engagement and accelerating your onboarding process.

Create notes in Close for new tl;dv recordings and link to existing leads