Create new client spreadsheet, clear old data, and update contact in LeadConnector
Create new client spreadsheet, clear old data, and update contact in LeadConnector
Create a new spreadsheet for each client based on updates in your master Google Sheets, while adding or updating contact information in LeadConnector. This ensures accurate client records and faster onboarding.
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Overview
Create a new spreadsheet for each client based on updates in your master Google Sheets, while adding or updating contact information in LeadConnector. This ensures accurate client records and faster onboarding.