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.

Capture lead details, update lead, and create note in Close from iClosed call booking

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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.

Capture lead details, update lead, and create note in Close from iClosed call booking