Manage client information and enroll in campaigns with Dubsado and LeadConnector
Manage client information and enroll in campaigns with Dubsado and LeadConnector
Manage client information and campaign enrollment for day sessions after contract submission. When a contract is signed in Dubsado, filter the data and update contacts in LeadConnector, adding them to the appropriate workflow for efficient onboarding.
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Overview
Manage client information and campaign enrollment for day sessions after contract submission. When a contract is signed in Dubsado, filter the data and update contacts in LeadConnector, adding them to the appropriate workflow for efficient onboarding.