Create new client and home details in Homebot from Lofty lead pipeline change
Create new client and home details in Homebot from Lofty lead pipeline change
Create new clients and their associated home details in Homebot when a lead is moved to a specific pipeline in Lofty. This accelerates your onboarding process and ensures accurate client information.
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Overview
Create new clients and their associated home details in Homebot when a lead is moved to a specific pipeline in Lofty. This accelerates your onboarding process and ensures accurate client information.