Create trade record document, log details in spreadsheet when deal stage updates in Follow Up Boss

Create trade record documents and log details in Google Sheets when a deal stage updates in Follow Up Boss. This boosts your payment processing efficiency and keeps your records organized.

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Overview

Create trade record documents and log details in Google Sheets when a deal stage updates in Follow Up Boss. This boosts your payment processing efficiency and keeps your records organized.

Create trade record document, log details in spreadsheet when deal stage updates in Follow Up Boss