Capture new form submissions in Tally, create or update contacts in Follow Up Boss, add notes, and reassign agents

Capture new form submissions from Tally, create or update contacts in Follow Up Boss, add notes for better organization, and reassign agents as needed to ensure timely follow-up and effective lead management.

Capture new form submissions in Tally, create or update contacts in Follow Up Boss, add notes, and reassign agents

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Overview

Capture new form submissions from Tally, create or update contacts in Follow Up Boss, add notes for better organization, and reassign agents as needed to ensure timely follow-up and effective lead management.

Capture new form submissions in Tally, create or update contacts in Follow Up Boss, add notes, and reassign agents