Update client status, assign trainer, add to group, and copy master program in ABC Trainerize from LeadConnector
Update client status, assign trainer, add to group, and copy master program in ABC Trainerize from LeadConnector
Manage client onboarding by updating their status in LeadConnector when the opportunity stage changes. Assign clients to trainers, add them to groups, and copy master programs in ABC Trainerize for faster onboarding and improved engagement.
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Overview
Manage client onboarding by updating their status in LeadConnector when the opportunity stage changes. Assign clients to trainers, add them to groups, and copy master programs in ABC Trainerize for faster onboarding and improved engagement.