Capture client intake from Google Sheets, create note in Follow Up Boss, and update contact details
Capture client intake from Google Sheets, create note in Follow Up Boss, and update contact details
Capture client intake information from Google Sheets and organize it in Follow Up Boss. Create or update contacts and add notes for better follow-up and future reference, ensuring all relevant details are recorded for efficient management.
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Overview
Capture client intake information from Google Sheets and organize it in Follow Up Boss. Create or update contacts and add notes for better follow-up and future reference, ensuring all relevant details are recorded for efficient management.