Notify via SMS, create client folder, and record client info in Airtable
Notify via SMS, create client folder, and record client info in Airtable
Notify your team when a VIP client moves to a new pipeline stage, create a dedicated folder in Google Drive for their documents, and record their information in Airtable for faster onboarding and improved client management.
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Overview
Notify your team when a VIP client moves to a new pipeline stage, create a dedicated folder in Google Drive for their documents, and record their information in Airtable for faster onboarding and improved client management.