Create transaction in Lofty when new deal is initiated in Follow Up Boss

Create transactions in Lofty whenever a new deal is initiated in Follow Up Boss. This reduces manual entry and ensures accurate data transfer, enhancing your workflow and improving operational efficiency.

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Overview

Create transactions in Lofty whenever a new deal is initiated in Follow Up Boss. This reduces manual entry and ensures accurate data transfer, enhancing your workflow and improving operational efficiency.

Create transaction in Lofty when new deal is initiated in Follow Up Boss