Create new client in Jobber from new lead in Perspective, format data, and add tags
Create new client in Jobber from new lead in Perspective, format data, and add tags
Create new clients in Jobber when a lead is generated in Perspective. Capture and organize all relevant client information, ensuring faster onboarding and improved management of your customer relationships.
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Overview
Create new clients in Jobber when a lead is generated in Perspective. Capture and organize all relevant client information, ensuring faster onboarding and improved management of your customer relationships.