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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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.

Notify support about client transfer, label client, send email with transfer details, and log in spreadsheet

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