Capture lead details from Canopy Connect, filter submissions, find leads in AgencyZoom, and create follow-up notes
Capture lead details from Canopy Connect, filter submissions, find leads in AgencyZoom, and create follow-up notes
Capture leads from completed submissions in Canopy Connect, filter relevant data, find existing leads in AgencyZoom, and create follow-up notes. This process ensures efficient lead management and enhances your follow-up strategy.
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Overview
Capture leads from completed submissions in Canopy Connect, filter relevant data, find existing leads in AgencyZoom, and create follow-up notes. This process ensures efficient lead management and enhances your follow-up strategy.