Tag new clients in Kit after proposal acceptance in Ignition
Tag new clients in Kit after proposal acceptance in Ignition
Tag new clients in Kit as soon as their proposal is accepted in Ignition. This ensures they are categorized for future communications, leading to more targeted engagement and improved client relationships.
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Overview
Tag new clients in Kit as soon as their proposal is accepted in Ignition. This ensures they are categorized for future communications, leading to more targeted engagement and improved client relationships.