Create new client in ServiceM8 from confirmed opportunity in Close, and find existing contacts

Create new clients in ServiceM8 when an equipment purchase opportunity is confirmed in Close. Capture all relevant contact and address details for faster onboarding and improved customer management.

Create new client in ServiceM8 from confirmed opportunity in Close, and find existing contacts

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Overview

Create new clients in ServiceM8 when an equipment purchase opportunity is confirmed in Close. Capture all relevant contact and address details for faster onboarding and improved customer management.

Create new client in ServiceM8 from confirmed opportunity in Close, and find existing contacts