Create new client and home details in Homebot from new lead in Copper
Create new client and home details in Homebot from new lead in Copper
Create new clients and their home details in Homebot when a lead is generated in Copper. This accelerates the onboarding process for potential customers, ensuring a smooth transition from lead to client.
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Overview
Create new clients and their home details in Homebot when a lead is generated in Copper. This accelerates the onboarding process for potential customers, ensuring a smooth transition from lead to client.