Update client status in Flodesk by adding to coach segment, removing from lead workflows and segments
Update client status in Flodesk by adding to coach segment, removing from lead workflows and segments
Update client status by adding them to the coach segment and removing them from lead workflows in Flodesk when a payment is received in Dubsado. This ensures accurate client management and enhances your engagement strategy.
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Overview
Update client status by adding them to the coach segment and removing them from lead workflows in Flodesk when a payment is received in Dubsado. This ensures accurate client management and enhances your engagement strategy.