Process consultation survey responses, update contacts, and add notes in Follow Up Boss
Process consultation survey responses, update contacts, and add notes in Follow Up Boss
Process and store consultation survey responses by capturing new entries from Google Forms, updating or creating contacts in Follow Up Boss, and adding notes for follow-up actions, ensuring efficient client management and engagement.
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Overview
Process and store consultation survey responses by capturing new entries from Google Forms, updating or creating contacts in Follow Up Boss, and adding notes for follow-up actions, ensuring efficient client management and engagement.