Tag clients, update opportunities, and add tags in Kit for offboarding
Tag clients, update opportunities, and add tags in Kit for offboarding
Tag your clients in Simplero when they cancel their subscription, update their status in LeadConnector's opportunity pipeline, and add a tag in Kit. This ensures efficient offboarding and clearer tracking of client relationships.
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Overview
Tag your clients in Simplero when they cancel their subscription, update their status in LeadConnector's opportunity pipeline, and add a tag in Kit. This ensures efficient offboarding and clearer tracking of client relationships.