Tag new contacts in Ontraport, delay, and create client profile in PTminder
Tag new contacts in Ontraport, delay, and create client profile in PTminder
Tag new clients in Ontraport to initiate onboarding, introduce a delay for processing, and create their profiles in PTminder. This approach accelerates client onboarding and ensures accurate data management.
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Overview
Tag new clients in Ontraport to initiate onboarding, introduce a delay for processing, and create their profiles in PTminder. This approach accelerates client onboarding and ensures accurate data management.