Capture lead details, update lead, and create note in Close from iClosed call booking
Capture lead details, update lead, and create note in Close from iClosed call booking
Manage lead information by capturing and organizing details when a new call is scheduled in iClosed. Find or create leads, update existing ones, and add notes in Close for better follow-up and engagement.
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Overview
Manage lead information by capturing and organizing details when a new call is scheduled in iClosed. Find or create leads, update existing ones, and add notes in Close for better follow-up and engagement.