Create and manage new leads from kvCORE to Follow Up Boss, and apply action plans

Create and manage new leads by transferring their information from kvCORE to Follow Up Boss. Ensure proper categorization and follow-up without triggering action plans, leading to more effective lead management.

Create and manage new leads from kvCORE to Follow Up Boss, and apply action plans

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Overview

Create and manage new leads by transferring their information from kvCORE to Follow Up Boss. Ensure proper categorization and follow-up without triggering action plans, leading to more effective lead management.

Create and manage new leads from kvCORE to Follow Up Boss, and apply action plans