Create new deal in Salesmate from new Setmore appointment, and search for contact
Create new deal in Salesmate from new Setmore appointment, and search for contact
Create new deals in Salesmate whenever a new appointment is booked in Setmore. Capture and organize all relevant details for follow-up, ensuring faster onboarding and improved sales tracking.
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Overview
Create new deals in Salesmate whenever a new appointment is booked in Setmore. Capture and organize all relevant details for follow-up, ensuring faster onboarding and improved sales tracking.