Create and manage client inquiries from ClickFunnels Classic to Filevine
Create and manage client inquiries from ClickFunnels Classic to Filevine
Create new client inquiries from ClickFunnels Classic contact activities, find relevant projects in Filevine, and add contacts and collection items. This boosts your lead management and project organization for faster onboarding.
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Overview
Create new client inquiries from ClickFunnels Classic contact activities, find relevant projects in Filevine, and add contacts and collection items. This boosts your lead management and project organization for faster onboarding.