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