Create client folder in Google Drive, copy tracking sheet, and update lead in Close
Create client folder in Google Drive, copy tracking sheet, and update lead in Close
Create client folders in Google Drive and copy your tracking sheet whenever new client activity is published in Close. This ensures organized documentation and faster onboarding for your clients.
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Overview
Create client folders in Google Drive and copy your tracking sheet whenever new client activity is published in Close. This ensures organized documentation and faster onboarding for your clients.