Process new lead submissions, analyze preferences and budget, and update contact in Follow Up Boss

Analyze new lead submissions from involve.me to determine preferences and budget, then create or update their contact information in Follow Up Boss without triggering action plans, ensuring efficient lead management and better sales alignment.

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Overview

Analyze new lead submissions from involve.me to determine preferences and budget, then create or update their contact information in Follow Up Boss without triggering action plans, ensuring efficient lead management and better sales alignment.

Process new lead submissions, analyze preferences and budget, and update contact in Follow Up Boss