Notify team to follow up with new clients in Capsule CRM after BrightManager creates client
Notify team to follow up with new clients in Capsule CRM after BrightManager creates client
Create tasks in Capsule CRM to follow up with new clients after a specified delay. This ensures timely onboarding check-ins, enhancing client engagement and improving your onboarding process.
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Overview
Create tasks in Capsule CRM to follow up with new clients after a specified delay. This ensures timely onboarding check-ins, enhancing client engagement and improving your onboarding process.