Assign new clients to account managers in Service Provider Pro
Assign new clients to account managers in Service Provider Pro
Assign new clients to account managers in Service Provider Pro as soon as they are created. This ensures timely management and improves client satisfaction, leading to better retention and engagement.
Workflow preview:
Zap details:
Overview
Assign new clients to account managers in Service Provider Pro as soon as they are created. This ensures timely management and improves client satisfaction, leading to better retention and engagement.