Create new lead in Close from Perspective funnel, format lead date, and add notes
Create new lead in Close from Perspective funnel, format lead date, and add notes
Create new leads in Close when a lead is generated through Perspective's funnel. Format the lead creation date and include detailed notes and contact information for faster onboarding and improved lead management.
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Overview
Create new leads in Close when a lead is generated through Perspective's funnel. Format the lead creation date and include detailed notes and contact information for faster onboarding and improved lead management.