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.

Track leads in Close, filter by phone number, and create custom activity

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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.

Track leads in Close, filter by phone number, and create custom activity