Associate new deal ID with contact custom field in Follow Up Boss
Associate new deal ID with contact custom field in Follow Up Boss
Associate new deal IDs with contact custom fields in Follow Up Boss. When a deal is created, find the relevant contact and update their information, ensuring accurate tracking and richer engagement with your clients.
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Overview
Associate new deal IDs with contact custom fields in Follow Up Boss. When a deal is created, find the relevant contact and update their information, ensuring accurate tracking and richer engagement with your clients.