Initiate checklist, run workflow, and create note in Follow Up Boss when new deal is added
Initiate checklist, run workflow, and create note in Follow Up Boss when new deal is added
Initiate checklists and document processes when a new deal is created in Follow Up Boss. Run workflows in Manifestly Checklists and create notes in Follow Up Boss for clearer reporting and improved client onboarding.
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Overview
Initiate checklists and document processes when a new deal is created in Follow Up Boss. Run workflows in Manifestly Checklists and create notes in Follow Up Boss for clearer reporting and improved client onboarding.