Create or update client records in Scoro when a new quote is generated
Create or update client records in Scoro when a new quote is generated
Create or update potential client records in Scoro when a new quote is generated. Ensure accurate and up-to-date client information for better engagement and faster onboarding.
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Overview
Create or update potential client records in Scoro when a new quote is generated. Ensure accurate and up-to-date client information for better engagement and faster onboarding.