Log creation date and time for new leads in Follow Up Boss, filter relevant leads, and create notes
Log creation date and time for new leads in Follow Up Boss, filter relevant leads, and create notes
Log the creation date and time of new leads in Follow Up Boss. Filter relevant contacts and create notes to ensure only pertinent leads are documented, improving lead management and processing efficiency.
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Overview
Log the creation date and time of new leads in Follow Up Boss. Filter relevant contacts and create notes to ensure only pertinent leads are documented, improving lead management and processing efficiency.