Notify team members in Microsoft Teams when a new Clio contact with personal email is created
Notify team members in Microsoft Teams when a new Clio contact with personal email is created
Notify your team in Microsoft Teams when a new contact is created in Clio, provided they have an email address but no work email. This ensures timely communication and better follow-up on potential leads.
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Overview
Notify your team in Microsoft Teams when a new contact is created in Clio, provided they have an email address but no work email. This ensures timely communication and better follow-up on potential leads.