Create task in Follow Up Boss for new contact when criteria are met

Create tasks in Follow Up Boss for new contacts that meet specific criteria, ensuring timely follow-up actions. This boosts your engagement and improves your customer relationship management.

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Overview

Create tasks in Follow Up Boss for new contacts that meet specific criteria, ensuring timely follow-up actions. This boosts your engagement and improves your customer relationship management.

Create task in Follow Up Boss for new contact when criteria are met