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Create project in Dubsado, check potential client in Google Sheets, and add if not listed

Create project in Dubsado, check potential client in Google Sheets, and add if not listed

Manage new client leads by creating a project in Dubsado when a lead is added. Check Google Sheets for existing entries and add new ones, ensuring accurate tracking and faster onboarding.

Create project in Dubsado, check potential client in Google Sheets, and add if not listed

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Overview

Manage new client leads by creating a project in Dubsado when a lead is added. Check Google Sheets for existing entries and add new ones, ensuring accurate tracking and faster onboarding.

Create project in Dubsado, check potential client in Google Sheets, and add if not listed