Create a folder in Google Drive, find a user in Service Provider Pro, and update client information
Create a folder in Google Drive, find a user in Service Provider Pro, and update client information
Create dedicated folders for each new client in Google Drive and update their information in Service Provider Pro. This accelerates client onboarding and keeps your records organized and up-to-date.
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Overview
Create dedicated folders for each new client in Google Drive and update their information in Service Provider Pro. This accelerates client onboarding and keeps your records organized and up-to-date.