Manage new client appointments in Acuity Scheduling, find or create leads in Close, update leads, and create tasks
Manage new client appointments in Acuity Scheduling, find or create leads in Close, update leads, and create tasks
Manage new client appointments by creating or updating leads and tasks in Close based on scheduled calls in Acuity Scheduling. This ensures efficient follow-ups and organized client interactions for improved business growth.
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Overview
Manage new client appointments by creating or updating leads and tasks in Close based on scheduled calls in Acuity Scheduling. This ensures efficient follow-ups and organized client interactions for improved business growth.