Notify support about client transfer, label client, send email with transfer details, and log in spreadsheet
Notify support about client transfer, label client, send email with transfer details, and log in spreadsheet
Notify your support team about client transfers by capturing form submissions, labeling clients in Practice, sending transfer details via email, and logging the information in Google Sheets for better tracking and reporting.
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Overview
Notify your support team about client transfers by capturing form submissions, labeling clients in Practice, sending transfer details via email, and logging the information in Google Sheets for better tracking and reporting.