Send referral request to clients in LeadConnector, and tag clients in Jobber when new invoice is created
Send referral request to clients in LeadConnector, and tag clients in Jobber when new invoice is created
Send referral requests to clients when a new invoice is created in Jobber, ensuring clients are tagged in Jobber for effective follow-up. This boosts client engagement and enhances your referral process.
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Overview
Send referral requests to clients when a new invoice is created in Jobber, ensuring clients are tagged in Jobber for effective follow-up. This boosts client engagement and enhances your referral process.