Draft document for client representation, notify agent, and create note in Follow Up Boss
Draft document for client representation, notify agent, and create note in Follow Up Boss
Tag your contacts in Follow Up Boss to draft client representation documents and notify the assigned agent. This boosts efficiency in client management and ensures timely communication.
Zap details:
Overview
Tag your contacts in Follow Up Boss to draft client representation documents and notify the assigned agent. This boosts efficiency in client management and ensures timely communication.