Create tasks to notify clients and follow up with sales in LMN

Create tasks in LMN to notify clients and follow up with sales when a new estimate is created or updated. This ensures timely contract renewals and enhances client engagement.

Create tasks to notify clients and follow up with sales in LMN

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Overview

Create tasks in LMN to notify clients and follow up with sales when a new estimate is created or updated. This ensures timely contract renewals and enhances client engagement.

Create tasks to notify clients and follow up with sales in LMN