Create or update contact, and log note in Follow Up Boss when tag is applied in Keap
Create or update contact, and log note in Follow Up Boss when tag is applied in Keap
Tag your contacts in Keap to create or update their information in Follow Up Boss, and log notes for property evaluation requests. This boosts your efficiency in managing client interactions and enhances your follow-up process.
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Overview
Tag your contacts in Keap to create or update their information in Follow Up Boss, and log notes for property evaluation requests. This boosts your efficiency in managing client interactions and enhances your follow-up process.