Update lead status in Close after new meeting recording in Fathom
Update lead status in Close after new meeting recording in Fathom
Update your leads in Close to reflect completed discovery calls when a new meeting recording is created in Fathom. This ensures accurate lead status and improves your sales tracking.
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Overview
Update your leads in Close to reflect completed discovery calls when a new meeting recording is created in Fathom. This ensures accurate lead status and improves your sales tracking.