Update client status in LeadConnector, invite in Everfit, and assign to resource collection in Everfit
Update client status in LeadConnector, invite in Everfit, and assign to resource collection in Everfit
Onboard new clients by updating their status in LeadConnector, inviting them to Everfit for training, and assigning them to a resource collection. This ensures faster onboarding and easy access to essential materials.
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Overview
Onboard new clients by updating their status in LeadConnector, inviting them to Everfit for training, and assigning them to a resource collection. This ensures faster onboarding and easy access to essential materials.