Add new clients in Practice Better, create leads, assign tags, and subscribe to lists in Kartra
Add new clients in Practice Better, create leads, assign tags, and subscribe to lists in Kartra
Add new clients to your system by creating leads in Kartra, assigning tags, and subscribing them to relevant lists. This ensures efficient client management and enhances your onboarding process.
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Overview
Add new clients to your system by creating leads in Kartra, assigning tags, and subscribing them to relevant lists. This ensures efficient client management and enhances your onboarding process.