Add note to lead profile in Close from updated AI agent conversation in Intaker
Add note to lead profile in Close from updated AI agent conversation in Intaker
Capture insights from AI Agent Conversations in Intaker and add them as notes to your leads in Close. Ensure all relevant information is organized for better follow-up and engagement, enhancing your sales process.
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Overview
Capture insights from AI Agent Conversations in Intaker and add them as notes to your leads in Close. Ensure all relevant information is organized for better follow-up and engagement, enhancing your sales process.