Capture new agent info from Jotform, create or update contact in Follow Up Boss, reassign agent, and apply action plan
Capture new agent info from Jotform, create or update contact in Follow Up Boss, reassign agent, and apply action plan
Capture new agent information from Jotform submissions, create or update their contact details in Follow Up Boss, reassign them to a team member, and apply an action plan for effective onboarding and follow-up.
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Overview
Capture new agent information from Jotform submissions, create or update their contact details in Follow Up Boss, reassign them to a team member, and apply an action plan for effective onboarding and follow-up.