Process new client intake forms, find or create client records, and add to Mailchimp mailing list
Process new client intake forms, find or create client records, and add to Mailchimp mailing list
Process new client intake form submissions by capturing responses in Google Forms, finding or creating client records in Financial Cents, and adding them to your Mailchimp mailing list for effective communication.
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Overview
Process new client intake form submissions by capturing responses in Google Forms, finding or creating client records in Financial Cents, and adding them to your Mailchimp mailing list for effective communication.