Designate leads in Follow Up Boss when tagged, and update contacts without triggering action plans
Designate leads in Follow Up Boss when tagged, and update contacts without triggering action plans
Tag leads in Follow Up Boss to designate them for specific updates. Filter to ensure only relevant leads are processed, and create or update contacts without triggering action plans, enhancing lead management efficiency.
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Overview
Tag leads in Follow Up Boss to designate them for specific updates. Filter to ensure only relevant leads are processed, and create or update contacts without triggering action plans, enhancing lead management efficiency.