Track leads in Close, filter by phone number, and create custom activity
Track leads in Close, filter by phone number, and create custom activity
Track your leads in Close by creating a custom activity when a lead enters a specific status. Filter to ensure only leads with designated phone numbers are processed, improving lead management and follow-up efficiency.
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Overview
Track your leads in Close by creating a custom activity when a lead enters a specific status. Filter to ensure only leads with designated phone numbers are processed, improving lead management and follow-up efficiency.