Capture new leads from Tally, create or update contacts in Follow Up Boss, add notes, and create follow-up tasks
Capture new leads from Tally, create or update contacts in Follow Up Boss, add notes, and create follow-up tasks
Capture new leads from Tally form submissions, create or update their contact information in Follow Up Boss, add relevant notes, and generate follow-up tasks for timely engagement, ensuring no lead is overlooked.
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Overview
Capture new leads from Tally form submissions, create or update their contact information in Follow Up Boss, add relevant notes, and generate follow-up tasks for timely engagement, ensuring no lead is overlooked.