Assign lead to user in Follow Up Boss from Lofty trigger, and add tags
Assign lead to user in Follow Up Boss from Lofty trigger, and add tags
Assign leads to specific users in Follow Up Boss when a Smart Plan step in Lofty is triggered. This ensures accurate lead creation or updates while avoiding additional workflows, enhancing your lead management efficiency.
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Overview
Assign leads to specific users in Follow Up Boss when a Smart Plan step in Lofty is triggered. This ensures accurate lead creation or updates while avoiding additional workflows, enhancing your lead management efficiency.